Advisors
- How do you work with financial advisors?
- How do I refer a client to Trust & Will?
- How do I pre-purchase Estate Plans for my clients?
- Do you offer state-specific documents?
- What will my client experience when creating an Estate Plan with Trust & Will?
- Do my clients have access to customer support?
- How can my clients make updates to their documents?
- What if my clients have existing Estate Plans?
- What are my client’s steps after completing their documents?
- How long does it take for a client to receive their documents?
- How do you protect my clients’ information?
- How do I request access to my client’s completed documents?
- Is there a fee for financial advisors to use Trust & Will?
- Do advisors get compensated for using Trust & Will?
- Can I have a team dashboard?
- Referring a client to Trust & Will via Wealthbox: How do I set up my email template?
- How do I integrate Trust & Will with Wealthbox?
- Is Trust & Will legal in all 50 states?