How do you work with financial advisors?

We've partnered with many Financial Advisors and Financial Institutions to help bring Estate Planning to their clients.

Advisors are able to bulk purchase Estate Plans for their clients, send their unique referral link to clients, monitor their clients' progress, and review their clients' documents through Trust & Will Advisors. Financial Advisors have access to a personalized dashboard to offer clients a discount and have visibility into their progress and documents.

Visit our Advisors page to learn more or connect with our Advisors Team at!

Was this article helpful?
2 out of 4 found this helpful