Boost your Revenue
with Estate Planning
Send Wills and Trusts to your clients with personalized invitations and collect 100% commissions.
Start Here
How Can FastWill Help You Get More Clients?
Learn how to navigate and set up your dashboard to start sending estate plans to your clients.
Book a DemoHow Does It Work?
When you join FastWill, you get access to an estate planning platform that helps you book more appointments and expand your services.
Send Your
Personalized
Invitation
Client Books A
Meeting To
Estate Plan
Review Your
Client's
Detailed Profile
Meet Client & Implement Your Recommendations
Earn 100% Commission
when you join FastWill
Create new revenue streams while providing your clients with Will and Trust based estate plans.
Gain Insights into your Client Assets
View detailed financial insights to improve your recommendations.
Life Insurance
View current policies, beneficiaries, and coverage needs.
Financial Accounts
View bank accounts, investment portfolios, and other liquid assets.
Real Estate
View property ownership, location, and value.
Business Interests
View small business valuations and private equity ownership.
Generate More Referrals with
Personalized Campaigns
Create Your Invitation
- Invitation takes your client to their Will-based estate plan or Trust-based estate plan.
- Add your headshot, qualifications and specialties for a warm introduction.
- Share your invitation on social media, emails, and newsletters.
Hello!
John
invites you to create your plan
John Smith, CFP
OakTree Advisors
Retirement Planning, Estate Planning, Investment Planning
Direct Calendar Booking
- Clients book appointments directly after completion.
- Link to your preferred calendar platform.
Meet Your Advisor!
Meet with one of our Estate Planning Financial Specialists
John Smith,
CFP
OkaTree Advisors
Retirement Planning, Estate Planning, Investment Planning
Attract High-Quality Leads with Targeted Marketing Materials
Create and share valuable estate planning content with prospects and current clients.
- Niche Prospecting Campaign
- Client Review Campaigns
- Social Media Content
- Seminar and Webinar Content
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.
Interested in working with us?
Book a quick demo call to learn how you can grow your practice by offering estate plans to your existing and prospective clients.
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 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.
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 at 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.
