Differentiate Your Service with Smart Estate Planning
SOLUTION OVERVIEW
Complete Estate Planning for Your Client’s Peace of Mind
Our comprehensive estate planning service includes everything your clients need for complete peace of mind:
Essential Legal Documents: Legally-binding wills, living trusts, power of attorney, and directives for healthcare, pets and final wishes.
Digital Legacy Protection: Secure digital vault for passwords, photos, and important documents
Family Coverage: Protection that extends to family members
Lifetime Updates: Documents that evolve with every life stage
BUSINESS IMPACT
Turn Life Moments into Growth Opportunities
Help your clients protect what matters most during life's biggest moments. Our estate planning service creates natural opportunities to provide guidance during key milestones—from marriages and home purchases to the birth of a child and retirement planning. By enabling proactive outreach at these crucial times, you can deliver real value that deepens relationships and grows alongside clients and their families.
HOW IT WORKS
Instant Implementation
for Immediate Impact
Your clients are looking for more—and now you can deliver it instantly. Our no-integration estate planning solution requires zero technical lift and fits seamlessly into your current offerings. With flexible partnership models and an intuitive platform, you can add immediate value, boost retention, and support your clients through life’s most important moments—without adding complexity to your operations.
Resources
Learn how GoodTrust helps you
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ELEVATE YOUR BUSINESS TO NEW HEIGHTS
Become One of the Many Financial Institutions Protecting Clients
with GoodTrust
Become part of the trusted network offering peace of mind through modern estate planning solutions. Differentiate your services, deepen client relationships, and help secure their financial legacy with GoodTrust.
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