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 * Platform
 * WHO WE SERVE
   * CREDIT UNIONS / BANKS
   * INSURANCE
   * FINANCIAL / WEALTH ADVISORIES
   * INDIVIDUALS
 * Resources
 * About
 * Contact Us
   * GET MORE INFO
   * SCHEDULE A DEMO
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170MM AMERICANS
NEED AN ESTATE PLAN


YOUR FIRM, THEIR LEGACY, OUR EXPERTISE.

PRIVATE-LABEL ESTATE PLANNING SOFTWARE AND AWARD-WINNING PLATFORM FOR FINANCIAL
INSTITUTIONS & ADVISORY FIRMS.


SCHEDULE A DEMo



OUR PARTNERS






EMPOWER CUSTOMERS TO COMPLETE ESSENTIAL END-OF-LIFE PLANNING. REMOVE STRESS.
IMPROVE WELL-BEING.

Utilize the OneDigitalTrust platform to offer your customers an all-digital
service designed to create & maintain a legally-valid inheritance plan, and
spare their survivors the stress and expense of endless bureaucracy.

Add estate & inheritance planning
to complement your offerings

Help customers complete critical
but overlooked financial planning

Augment performance with a (new) incremental revenue stream

Enhance your brand - do good
by your loyal customers


ONEDIGITALTRUST IS AN ENTERPRISE-GRADE PLATFORM WITH THE MOST COMPREHENSIVE
ESTATE AND INHERITANCE PLANNING FEATURES


ENTERPRISE SCALABILITY


ENTERPRISE SCALABILITY

As an AWS partner, we can handle rapid growth and ensure a reliable network.


WHOLESALE PRICING


WHOLESALE PRICING

Partner pricing lets you offer the service at an affordable price .


APIS FOR DATA EXCHANGE


CUSTOM API INTEGRATIONS

Easily integrate with customer financial data for seamless coordination


BANK-GRADE SECURITY


BANK GRADE SECURITY

Data encryption at the network and data level ensures your clients’ information
remains secure and private.


WHITE-LABEL BRANDING


WHITE-LABEL BRANDING

Brand OneDigitalTrust as your own service offering, or offer it as is.


DATA ANALYTICS


DATA ANALYTICS

Go live in a few days with your own admin portal.


IN THE NEWS





WHAT PARTNERS ARE SAYING ABOUT US

“The innovative estate-planning platform from OneDigitalTrust is easy-to use and
lets people create a very comprehensive plan."
Vanessa SehmrauTruStage Preplanning Solutions

"OneDigitalTrust provides a service that can reduce stress and have a positive
impact on families.”
Chris LuhrmanFringe

“OneDigitalTrust is an enterprise-grade platform that we have customized and
branded as our own, to offer every day, lunch-carrying Americans an affordable
way to protect their families’ future.”
Kenneth Kelly-My Legacy Items, LLC Author of "Prepared Before I Go Preserving
Your Possessions Through Proper Planning"


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RESOURCES & INSIGHTS

BLOG

brandingestate and legacy planningEstate Planningfinancial advisors


THE POWER OF BRANDING FOR FINANCIAL ADVISORS: STANDING OUT IN A CROWDED MARKET

May 21, 2022
3 MINUTE READ TIME
In today’s competitive financial services landscape, branding is more crucial
than ever for financial advisors. As Sheri Fitts, a prominent figure in the
industry, aptly puts it, “You have a brand whether you are intentional about it
or not.” But what exactly is a brand, and why is it so important for financial
advisors? Why […]
Read More

BLOG

Estate Planningfinancial advisorspet trusts


THE POWER OF PET TRUSTS IN ESTATE PLANNING

May 21, 2022
3 MINUTE READ TIME
In today’s world, pets are more than just animals – they’re beloved family
members. As financial advisors and institutions, it’s crucial to recognize the
growing importance of pet care in estate planning. Our platform offers a
seamless way to create pet trusts, ensuring your clients’ furry friends are
cared for even when they can’t be […]
Read More


READY TO START YOUR JOURNEY?

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1751 Pinnacle Drive, Suite 600
McLean, Virginia 22102. USA

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