Discover a New Way to Connect With Current Clients and Future Prospects.
Personalize and streamline the estate planning process for your clients.
- • Send Personalized Invitations
- • Direct Calendar Booking
- • View Detailed Client Profiles
Your Plan Features
Features for providing peace of mind to your clients while earning commissions on every estate plan.
* Minus Transaction Fee of 3.5%
Frequently Asked Questions
Who is the ideal client for FastWill?
FastWill is ideal for clients with assets under $5 million who have relatively simple estate planning needs. These individuals seek to customize their estate plans according to their preferences without the expense and time commitment involved in working with a traditional attorney.
How can clients modify and update their estate plans?
When clients purchase an estate plan, they receive one free month of access to our unlimited editability subscription. After the first month, they can continue using the service for a small fee. All updates are managed online, and our team of experts is always available to provide assistance when needed.
How can I refer a client to FastWill?
Once you create an account and log in to your dashboard, you'll receive a personalized referral link that you can share directly with your client. As they begin the process, you can track their progress and request access to view their completed documents.
Will compliance allow me to send a FastWill link?
Typically, yes. Many leading firms and partners use FastWill, and most are open to providing additional options for their clients. If sending a link through your company email is a problem, you can share it directly via the FastWill platform. For any compliance concerns, we recommend consulting with your team.
Can my clients receive support while developing their estate plan?
Of course! Our support team is on hand to help your clients with any inquiries. They can be reached through email support@fastwill.com.
Can my clients consult with an attorney?
Yes, we provide attorney support in all 50 states for an additional fee of $299, which allows your clients to receive legal advice and access an attorney for a full year.
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