Add Estate Planning
to Your Practice
Offer Wills and Trusts to your clients at no cost — and grow your practice with a modern estate planning platform.
See How It Works
Two short videos get you started: set up your professional account, then tour your agent dashboard to manage clients, track referrals, and generate documents.
Get Set Up in 5 Minutes
Start Sending Plans Today
The FastWillOS Advantage
Designed for both families and financial professionals, FastWillOS helps you guide clients through estate planning with clarity and confidence, giving you the tools to deliver more holistic and meaningful planning experience.
Grow Your Practice
Unlock New Revenue Streams
Earn commission on every plan, or give them to clients at no cost as an added bonus.
Generate More Appointments
Estate planning complements financial, insurance, and investment services, making you a one-stop resource.
Bring More Value
Strengthen Client Relationships
Estate plans involve children, spouses, and heirs, giving advisors access to the next generation of clients.
Offer What Others Don't
Most advisors stick to investments or insurance, estate planning gives you a unique edge.
Gain Deeper Insights
Gain Access To Detailed Client Profiles
Get an overview of your clients assets, insurance, and financial goals to help you prepare for your meeting.
Implement Better Recommendations
Detailed profiles give deeper insight, helping you deliver tailored advice and stronger guidance.
Plans for Every Stage of Success
Whether you're exploring or expanding, choose the plan that matches your momentum.
Professional
Foundations
Built for Pros, Not Just Individuals
FastWill powers estate planning for financial advisors, insurance agents, and professionals serving clients at scale.
How It Works
When you join FastWill, you get access to an estate planning platform that helps you book more appointments and expand your services.
Create your account to get started in minutes.
Share your custom invite with a client.
Your client completes their Will or Trust online.
Earn commission and view your new client profile.
Create your account to get started in minutes.
Share your custom invite with a client.
Your client completes their Will or Trust online.
Earn commission and view your new client profile.
Deliver a Fully Branded Client Experience
From the first referral link to a completed plan, FastWill makes it simple for clients to connect with you.
Vinson Wong
Brokerage
Invites you to create your plan
Start With a Referral Link
-
1Send a branded invite that looks professional
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2Clients complete their plan online, no extra forms
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3Seamlessly guides them to complete their plan
Gain Insights Into Your Client
FastWill builds a client profile automatically, so you can guide more meaningful conversations without extra paperwork. Turn every client profile into more revenue opportunities and stronger ROI.
Hear From Professionals.
Real testimonies from advisors and agents who continue to expand their practice with FastWillOS.
Michael L.
Insurance Agent - Foundations Plan
"FastWill has been an easy way to earn extra commissions while giving my clients something they actually need."
Michelle P.
Wealth Manager - Professionals Plan
"What I like most is the efficiency. I can track referrals, get compensated quickly, and know my clients are taken care of. It's become a practical extension of my core services."
Ryan S.
Financial Advisor - Foundations Plan
"I recommend estate plans more often now because the process is so simple. My clients appreciate it, and the extra commissions are a nice bonus."
Where Estate Planning Fits Into Your Client Relationships
From wealth transfer to new families, life events are fueling the growing need for Wills and Trusts. This is where our market meets yours.
Inheritances
An estimated $84 trillion will transfer between generations by 2045, creating massive demand for Wills and Trusts.
Business Owners & Sales
The U.S. has over 33 million small businesses, and many owners need succession planning and asset protection.
New Parents
About 3.6 million babies are born each year in the U.S., and families need Wills and guardianship plans.
Marriages & Divorces
Nearly 2 million marriages and 700,000 separations happen annually, both requiring updates to Wills and beneficiaries.
Home Purchases & New Movers
Nearly 30 million Americans relocate every year, and new homeownership often drives first-time estate planning.
Retirement & Aging
By 2030, 72 million Americans will be over age 65, driving demand for estate and financial planning.
Commonly Asked Questions
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.
When clients purchase an estate plan, they receive one free month of access to our unlimited customizable 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.
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.
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.
Of course! Our support team is on hand to help your clients with any inquiries. They can be reached through email at support@fastwill.com.
Built for How You Work
A secure, state-specific estate planning solution designed for professionals.
