Differentiate Your Coverage with Smart Estate Planning

Your policyholders trust you with their future—don’t stop at coverage. Offer them a complete digital estate planning solution that protects what matters most, deepens trust, and sets you apart in a competitive market.Book a DemoSOC 2 Compliant to keep your private matters, private.
Life Insurance is essential—but it’s just the beginning.
98%MISSED OPPORTUNITY90% of beneficiaries aren’t converted to policyholders—missing a key generational growth opportunity.
2XENHANCED LOYALTYPeople are 2X more likely to stay with a brand that offers estate planning
66%DRIVE PURCHASE DECISIONMost are more likely to chose a life insurance that offers estate planning as a value added service
2/3MAKE AN IMPACTThe majority of US adults don't have an estate plan in place today.

SOLUTION OVERVIEW

Complete Estate Planning
for Peace of Mind

Our comprehensive estate planning service complements your life, long-term care, and pet insurance products by providing everything your policyholders need
for 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 online accounts, photos, important documents and access to devices.

  • 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

Insurance is more than a policy—it’s a promise to show up during life’s biggest moments. Our estate planning service complements these milestones—marriage, a new home, children, retirement—giving you a powerful way to engage, support, and stay connected when your clients need you most.

HOW IT WORKS

Instant Implementation
for Immediate Impact

Your policyholders are looking for more—and now you can deliver it instantly. Our plug-and-play 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
grow, connect, and stand out.

Uncover the Blind Spot in Your Life Insurance Strategy
Uncover the Blind Spot in Your Life Insurance Strategy
Read article
Prudential and GoodTrust Unite: Empowering Black Families for Generational Wealth
Prudential and GoodTrust Unite: Empowering Black Families for Generational Wealth
Read article
Estate Planning Transforms Life Insurance—Building Brand Loyalty, Trust, and Sales
Estate Planning Transforms Life Insurance—Building Brand Loyalty, Trust, and Sales
Read article
Read all articles

ELEVATE YOUR BUSINESS TO NEW HEIGHTS

Set Yourself Apart
with GoodTrust

Be among the forward-thinking insurance professionals offering peace of mind through modern estate planning solutions. Differentiate your services, strengthen relationships, and empower your clients to protect their legacy with GoodTrust.

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