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Comprehensive Estate Planning For Financial Advisors

Do more for your clients and your firm with our award-winning estate planning software and Advisor Portal.


Increase “Relationship Alpha” & Deepen Client Relationships

At OneDigitalTrust, our mission is to help financial advisors transform the client experience, enabling them to foster trust and cultivate authentic connections through estate planning services and the Advisor Portal. Leverage the benefits of modern estate planning to provide clients with genuine guidance that supports their long-term financial goals — build customer stickiness and grow your firm. 

Instantly Augment Your Offering Stack & Delight Customers

Fortified with tools to monitor and manage clients' progress, the Advisor Portal connects advisors to the information they need to deliver a more hands-on experience, fostering connections and encouraging clients to prioritize their financial protection. Offer your customers a convenient, affordable, and legally-valid way to create and maintain their financial legacy. 


Leverage Smart Technology to Streamline Processes

Deliver a more personalized experience and guarantee the highest level of financial guidance with our cutting-edge tools and advanced data capabilities. Combine our industry-leading estate planning software and all-inclusive Advisor Platform to optimize business processes, maximize wallet share, and offer premier financial insights like never before.

Encourage customers to take advantage of our all-inclusive estate planning software to create essential end-of-life documents, safely store documents and memories, and much more. The easy-to-use, self-guided platform, bank-grade security features, and real-time data insights will help you meet the demand for comprehensive financial guidance and navigate exponential growth for your firm.

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Support Your Clients’ Financial Journey

Enterprise-Grade Platform With the Most Comprehensive Estate & Inheritance Planning Features​
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Position Yourself as the Go-To Source for Financial Guidance



Offer an Affordable Option for Clients Who Are Not HNW/UHNW



Strengthen Client Relationships and Navigate Growth



Uncover & Address Complex Needs With Real-Time Data Insights




Exceed Client Expectations and Streamline Processes



Convenient Purchase Options Tailored to Your Business



Mitigate Risks & Cultivate Multi-Generational Relationships



Elevate Your Portfolio With Cutting-Edge Solutions

Resources & Insights

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What Partners Are Saying About Us

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The innovative estate-planning platform from OneDigitalTrust is easy to use and lets people create a very comprehensive plan.

Vanessa Sehmrau
TruStage Preplanning Solutions
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OneDigitalTrust provides a service that can reduce stress and have a positive impact on families.

Chris Luhrman
Chris Luhrman
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OneDigitalTrust is an enterprise-grade platform that we have customized and branded as our own, to offer ever day, lunch-carrying Americans an affordable way to protect their families' future.

Ken Kelly
Kenneth Kelly
My Legacy Items, LLC