Estate Planning
For Insurance Agents
Help your clients secure their future and protect their legacy by offering a comprehensive estate planning solution.
THE BENEFITS
Insurance Agents
At FastWill we offer a reliable solution for insurance agents to optimize & simplify the estate planning process for their clients. FastWill gives you access to a number of resources to provide clarity, peace of mind, and personal guidance through the financial planning process.
Motivate your clients to create their legacies through:
- Customer Invitation Links
- Direct Calendar Booking
- Custom Discount Codes
FastWill also offers detailed client profiles and document editability to help advisors connect with their clients and provide suited recommendations that set up a seamless wealth transfer.
Create your account today to begin providing guidance and peace of mind to your clients
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 at no extra cost, bypassing checkout entirely and providing them with peace of mind.
Detailed 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.
As an Advisor, You’ll Provide Guidance With
Financial Accounts: Information on 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.
Financial Advisors & 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.
How can clients modify and update their estate plans?
When clients purchase an estate plan, they receive one free year of access to our unlimited editability subscription. 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?
Of course! Our 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.
