OneDigitalTrust

Establish a consistent, distinctive brand in the market while maintaining your business identity.

Seamlessly allow access to estate planning tools using a single set of login credentials, enhancing efficiency, convenience, and security through centralized authentication.

Gain valuable insights, guiding strategic decisions by comprehending the impact and engagement of estate planning services provided to clients.

Customize the platform to align with your brand and client needs, reinforcing commitment and crafting a unique estate planning experience to enhance client relationships.

Provide a DIY platform for essential estate planning docs—Wills, Trusts, Advance Directives, Guardianship, Powers of Attorney, and cherished items provisions. Elevate services, ensuring clients secure their legacy confidently.

Provide seamless storage, receive ‘Smart’ update notifications for essential document revisions. Keep clients proactive, ensuring their estate plans stay aligned with intentions.

After adding Assets & Liabilities, offer clients estimated probate time and cost. Provide state-specific steps to bypass probate for each Asset, easing family stress during times of grief.

Empower your clients to curate a digital treasury of cherished letters, photos, audio, and video, preserving life’s essence. They can privately share this with loved ones, fostering meaningful connections.