How to Refer a Client to Trust & Will

Once you create your dashboard, you’ll have a unique referral link to share with your client. Click “Add Client” to send a client your unique referral link by email. 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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