Estate Planning Answers for Advisors

FastWill is ideal for clients with assets under $5 million who have relatively simple estate planning needs. These individuals want to customize their estate plans without the expense and time commitment of a traditional attorney.

Once you create an account and log in to your advisor dashboard, you'll receive a personalized referral link that you can share directly with clients. You can then track their progress and request access to view their completed documents.

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.

Yes. Our support team is available to help your clients with any inquiries by emailing support@fastwill.com, and our in-app help is available throughout the entire process.

Paid advisors earn commissions on every client that completes a plan through your referral link. Commissions are tracked in your dashboard and paid out through Stripe Connect.

Share your advisor referral link with your client. They'll complete their Will online in about 15-30 minutes, and you'll see their progress in your dashboard so you can offer guidance along the way.

Yes. FastWill Wills are attorney-reviewed and comply with state-specific requirements in all 50 states, so you can confidently refer clients regardless of where they live.

With your client's permission, yes. From your advisor dashboard, you can request access to a client's completed documents so you can incorporate their estate plan into your broader financial planning conversations.

Yes. Every Will plan includes a Last Will and Testament, Financial Power of Attorney, Healthcare Power of Attorney, and Living Will so your clients have a complete basic estate plan.

A Revocable Living Trust is generally a great fit for clients who own real estate, want to avoid probate, value privacy, or have beneficiaries they want to provide for over time. FastWill gives you an easy way to offer Trusts without needing in-house legal expertise.

Every Trust plan includes a Revocable Living Trust, Certification of Trust, Schedule of Assets, pour-over Will, Powers of Attorney, Healthcare Directive, and funding instructions so your client's Trust is ready to use.

FastWill provides step-by-step funding instructions for bank accounts, investments, and personal property. For real estate, we offer a deed transfer service that handles the paperwork for your client so the Trust is properly funded.

Yes. Your advisor dashboard shows each client's status — from signup through completion, notarization, and funding — so you always know where they are in the process.