How to Use a 'Financial Advisor Account' to Assist Clients

How do financial advisors use Trust & Will?

Financial advisors can enhance their service offerings by utilizing Trust & Will for estate planning:

 

  • Personalized Dashboard: Advisors have access to a personalized dashboard where they can offer discounts and monitor client activities.
    • Bulk Purchase: Advisors can buy Estate Plans in bulk for their clients.
    • Referral Links: They can send a unique referral link to their clients.
    • Monitor Progress: Advisors can track clients' progress on their Estate Plans.

For more information or to connect with the Advisors Team, please visit our Advisors page or contact us directly at advisors@trustandwill.com.

Is there a fee for financial advisors to use Trust & Will?

No, there is no cost for financial advisors to use Trust & Will for their clients. This includes no sign-up fee, subscription fee, or referral fee. Additionally, no payment information is required to create a dashboard and refer clients.

Do advisors get compensated for using Trust & Will?

No, advisors do not receive compensation for using Trust & Will with their clients.

Can I have a team Advisor dashboard?

We offer flexible dashboard options to suit your team's needs best. An advisor team can create a single dashboard for the entire firm, which is often more practical for teams sharing books of business. Or, each advisor can set up a personalized dashboard tailored specifically to their own clients. Choose the approach that works best for your team!

How to use the Estate Summary

Once a client's estate plan is completed and they have granted you access, a summary of their decisions will be available in their client profile. This summary includes high-level information about their assets, guardians, beneficiaries, distributions, healthcare, and more.

As an advisor, you can log in to view your clients' decisions and assets, enabling you to initiate informed conversations and better understand their needs. This proactive approach allows you to review the estate plan, ensure it is up to date, and advise your clients to proceed with signing and notarizing the documents.

To view your client’s Estate Plan Summary:

  1. Log into your Advisor Dashboard.
  2. Find the client you want to view in your Referred Clients section.
  3. Click ‘View Details’.
  4. Click ‘Estate Summary’.

This feature helps you stay engaged with your clients and maintain current and comprehensive estate plans.

How to use Estate Report

Once a client's estate plan is completed and they have granted you access, a detailed report of their decisions will be available in their client profile. The Estate Plan Report provides an in-depth look at your client's estate planning decisions, including succession, assets, distributions, and more visualizations. This tool helps advisors facilitate and guide conversations about assets, succession, and planning opportunities, allowing a deeper understanding of your client's needs and goals.

Benefits of the Estate Report:

  • Facilitates Conversations: Helps visualize complex estate planning topics, making it easier to discuss legacy and succession with your clients.
  • Comprehensive Insights: Offers detailed visualizations of your client's decisions, aiding in thorough reviews and discussions.
  • Regular Updates: Can be used in annual meetings to ensure the estate plan reflects any life changes.

To view a client’s Estate Report:

  1. Log into your Advisor Dashboard.
  2. Find the client you want to view in your Referred Clients section.
  3. Click ‘View Details’.
  4. Click ‘Download’.

Using the Estate Report, you can collaboratively review the estate plan with your clients, ensuring it remains current and aligned with their wishes.

How to Download Your Clients' Documents

Once a client's estate plan is completed and they have granted you access, you can download a copy of their documents. This allows you to review the documents with the client or assist them in signing and notarizing their estate plan.

To download a client’s documents:

  1. Log into your Advisor Dashboard.
  2. Find the client you want to view in your Referred Clients section.
  3. Select ‘Documents’.
  4. Click ‘Download all’ to download all documents, or click on a specific document to download it individually.

This functionality helps ensure you have all the necessary documents for thorough review and finalization with your clients.

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