The Premier Estate Planning Tool
For Advisors
A forward-thinking strategy for helping clients. Bring your clients peace of mind through our easy and straightforward estate planning service.
THE BENEFITS
Financial Advisors
We offer a reliable solution for optimizing & simplifying the estate planning process. FastWill gives you access to a number of resources for both you and your clients.
Motivate your clients to create their legacies through:
- Informative articles about estate planning
- Guides and checklists for a comprehensive plan
- Sample documents of what the process entails
Using FastWill’s legally valid documents, clients can nominate guardians for children and pets, select representatives, specify gifts, and outline asset distribution plans.
For just $199, clients receive one year of attorney support for their estate plans, including consultations with licensed estate planning attorneys, detailed guidance, and unlimited calls.
FastWill also offers continuous access and document updates for flexible planning, enabling discussions about necessary adjustments, insights into clients' decisions, and connections with their loved ones for seamless wealth transfer.
With FastWill You’ll Be Able To
Expand your reach by exploring new markets with a fresh offer. Set new appointments and earn 100% commission on every estate plan you deliver to your clients.
Provide clients with a straightforward estate planning solution that protects their assets and safeguards their legacy, ensuring they have confidence and security for the future.
Utilize detailed client profiles to access in-depth information, allowing you to offer personalized recommendations tailored to each client's unique needs and circumstances.
Give your clients a free opportunity to secure their future without any cost, bypassing checkout entirely and providing them with peace of mind.
Client Profiles
Once your client completes their plan they will have the option to grant you access to a comprehensive Client Profile containing all the vital financial details needed to make your professional recommendations.
What Your Advisor Can Access
Financial Accounts: Information on your bank accounts, investment portfolios, and other financial assets.
Real Estate: Details about properties you own, including location and value.
Life Insurance: Coverage details, including policy types and beneficiaries.
Business Interests: Information about any businesses you own, including company details and valuation.
Insurance Agents & Estate Planning: FAQ
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.
What kinds of Trusts do you provide, and are they customizable?
We provide state-specific Revocable Living Trusts in all 50 states. Clients can personalize their Trusts by adding specific provisions tailored to their individual needs. We guide clients step-by-step through their Trust, Will, and supporting healthcare documents to ensure the appropriate level of customization is achieved.
How can clients modify and update their estate plan?
When clients purchase an estate plan, they receive one free year of access to our Unlimited Update Service. After the first year, 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?
Yes, of course! Our member support team is on hand to help your clients with any inquiries. They can be reached through chat, email, and phone.
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.
