When you partner with TrustedWill to provide your clients with a quick and easy way
to get their estate documents in order, you are already a step ahead of the competition.
Financial Advisor Partner Network Program
Financial Advisors who partner with TrustedWill will benefit in many ways. A few of the biggest benefits are:
Client Referrals: Your clients need estate documents, but
TrustedWill clients often need a financial advisor as well. When someone signs up at TrustedWill as a
client (even for our free services), one of the questions they will be asked is if they would like to
have a free consultation with one of our financial advisor partners. Those who wish a free consultation
will be referred to our Financial Advisor Partner Network and we will help match them with the appropriate
partner in their state. The Financial Advisor will be responsible for billing the client directly for any
services rendered beyond the free consultation.
Competitive Benefits: Your customers will appreciate you offering
them a License Key from TrustedWill that entitles them to our free services as well as discounts on our
other services. Additionally, your clients will have the option to share some or all of their estate
documents with you through your Partner Network Portal, so you can best advise them on their financial plans.
Referral Revenue: Refer your clients to TrustedWill and you will
receive referral fees for any of the paid services your clients sign up for at TrustedWill. TrustedWill does
not charge a referral fee for clients we send you. As a member of
our Financial Advisor Partner Network you can provide a valuable service to your clients while enjoying
a long-term recurring revenue stream.