Enhance Your Membership with Smart Estate Planning

Your members rely on you to provide benefits that align with their needs, values, and lifestyle. Now, offer them a modern estate planning solution that builds trust, drives engagement, and sets your organization apart.Book a DemoSOC 2 Compliant to keep your private matters, private.
Empower Your Members to Protect What Matters Most
67%HAVE NO PLANEnhance your membership with estate planning tools that 2 out of 3 people need.
42%MEMBER ENGAGEMENTMany members would engage in estate planning if offered as a member benefit.
8 IN 10PREFER CONVENIENCEMost people prefer to do their estate plan from home as opposed to going to see an attorney
75%SEEK FINANCIAL WELLNESSMost members feel that estate planning is important in their overall financial wellbeing.

SOLUTION OVERVIEW

Complete Estate Planning for Your Members’ Peace of Mind

Our estate planning service provides your members with everything they 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 Engagement Opportunities

Support your members during life’s most significant milestones. Our estate planning service creates meaningful opportunities to connect with members during key moments—such as marriage, buying a home, starting a family, or planning for retirement. By offering tools for protection during these times, you enhance their experience and solidify their loyalty to your organization.

HOW IT WORKS

Instant Implementation
for Immediate Impact

Our plug-and-play solution allows you to offer estate planning benefits to your members right away—no technical integration required. With flexible options like resell models, revenue sharing, or full coverage for members, GoodTrust offers a smooth, guided experience through an intuitive platform. Enhance your membership value and streamline your processes with ease.

Resources

Learn how GoodTrust helps you
grow, connect, and stand out.

Estate Planning and The "I'll Do It Later" Problem
Estate Planning and The "I'll Do It Later" Problem
Read article
What’s the Cost of Not Having an Estate Plan?
What’s the Cost of Not Having an Estate Plan?
Estate Planning and Life’s Important Moments: Why Timing Matters
Estate Planning and Life’s Important Moments: Why Timing Matters
Read all articles

ELEVATE YOUR BUSINESS TO NEW HEIGHTS

Become One of the Many Organizations Enhancing Member Benefits
with GoodTrust

Join the growing community of membership programs offering peace of mind through modern estate planning solutions. Differentiate your program, deepen member engagement, and empower your members to protect their legacy
with GoodTrust.

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