How to Use an 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:

  • 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 their clients' progress on their Estate Plans.
  • Review Documents: They can review completed documents of their clients.
  • Personalized Dashboard: Advisors have access to a personalized dashboard where they can offer discounts and monitor client activities.

For more information or to connect with the Advisors Team, please visit our Advisors page or contact us directly at

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 best suit your team's needs. 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!

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