How do I refer a client to Trust & Will?

Once you create your dashboard, you’ll have a unique link to share with your client. Click “Add Client” to send a client your unique referral link. Once they sign up through your link, you'll get a notification when your client starts and finalizes the process.

You’ll be able to track their progress on your dashboard as soon as they get started. Once they finish and pay, you can also request to view their documents through your dashboard.

Feel free to check out our video walk-through below:


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