1. What is the Premium subscription for Advisors
The Premium subscription for advisors is an all-in-one estate planning solution designed for individual advisors or firms. It allows advisors to offer complimentary estate plans to their clients, eliminating cost barriers and making it easier to initiate planning conversations that drive action and trust.
2. What’s included in the Premium subscription for advisors
The Premium plan includes everything an advisor needs to deliver a high-touch, high-trust estate planning experience:
- Complimentary estate plans for clients
- Full client document access (if granted by the client)
- Estate plan summaries and visual outputs
- Educational resources for clients and advisors
- Advisor-focused onboarding and training
- Robust tracking and accountability tools via the advisor dashboard
- Premium platform subscription access
3. How does the Premium subscription help advisors grow their business
By removing financial friction for clients and making estate planning more accessible, advisors can:
- Deepen client trust
- Secure more AUM
- Increase retention
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Attract new high-value clients
Our 2025 study showed that 82% of high-income clients would switch to an advisor who offers estate planning. Premium helps you meet that demand, seamlessly.
4. What kind of support is provided
With Premium, both you and your clients receive dedicated, ongoing support:
- Advisor support from a specialized team for onboarding, strategy, and engagement
- Client support, including white-glove guidance, education, and tech help
- Attorney access is available as an optional upgrade for more complex needs
5. What tools are included to help manage client relationships
Premium subscribers gain access to a suite of tools that enhance visibility and engagement:
- Advisor Dashboard: Monitor client progress, view plans, and track milestones
- Delegate Access: Allow admin staff or team members to assist with follow-ups
- Ongoing visibility: Stay aligned with your client’s evolving life and portfolio needs
6. How is attorney support handled
Most clients complete their plans without legal assistance. However, Premium subscribers can add Attorney Support at firm-specific pricing. This unlocks:
- A vetted, multi-jurisdictional attorney network
- Help with complex estate questions, probate, and nuanced planning needs
- Additional peace of mind for clients who want legal oversight
7. What does the client experience look like
Clients enjoy a streamlined, supportive process from start to finish:
- Easy digital onboarding—one question at a time
- Real-time plan access plus a premium physical copy upon completion
- Simplified execution, including notarization and deed transfers
- Ongoing flexibility to update plans as life changes
8. How do I get started with Premium
Premium subscriptions are available at firm-specific pricing. Reach out to your Trust & Will advisor support contact to learn more and begin offering estate planning as a core service today.
Please note that not all features and functionality are available to all broker-dealers, RIAs, or firms. For questions about access or availability, contact us at advisors@trustandwill.com.