Skip to main content
Logo
  • ⇠ Return to Trustandwill.com
Submit a request
  1. Trust & Will
  2. Estate Planning
  3. Advisors

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?
Logo
Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.
Links
  • About Us
  • Work
  • Contact
Support
  • Community
  • Site Status
  • FAQ
Contacts
  • hello@trustandwill.com
  • +1 (866) 90T-RUST (87878)
© Trust & Will. Theme by Lotus Themes