Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Digital estate planning platform enabling advisors to offer clients accessible will and trust creation.
Description
Trust & Will provides a white-label estate planning solution enabling advisory clients to create wills trusts and advance directives online supporting holistic wealth planning and client retention.
APIs and Security
Public APIs
No
