Bring More Value
to Every Client
Grow your business by offering Wills and Trusts at no cost to you, through your partnership with AmSuisse.
What You Can Offer
Two packages, one price your clients will actually say yes to. Everything is completed online, with remote notarization available.
Will Package
For clients who want the essentials covered and a clear plan for their family.
- Individual
- $199
- You earn $50
- Couple
- $249
- You earn $62
- Last Will & Testament
- Advance Care Directive (Living Will)
- Power of Attorney
- HIPAA Authorization
Trust Package
Most popularFor clients who own a home or want their family to skip probate entirely.
- Individual
- $499
- You earn $125
- Couple
- $599
- You earn $150
- Revocable Living Trust
- Pour Over Will
- Advance Care Directive (Living Will)
- Power of Attorney
- Schedule of Assets
- Funding Instructions
- Certification of Trust
- HIPAA Authorization
Commission on every plan sold
It costs nothing to join.
- 1 Send a client their plan
- 2 They pay FastWill
- You are paid automatically through Stripe
- 10 Will Packages
- $500+
- 10 Trust Packages
- $1,250+
One Client. Every Plan That Follows.
When your client finishes their plan, they'll tell a sibling, a parent, a friend. When those people buy, the commission comes back to you. And when their people buy, it still comes back to you. The chain never resets.
- Every referral traces back to you The client you invited is tagged to you. Anyone they refer is tagged to you too, no matter how many steps removed.
- Same 25%, every time A plan sold three referrals deep pays exactly what the first one did. There's no step-down.
- No expiration, no cap A client you sent in this year can still be earning you commissions years from now. You did the work once.
is what one Trust client who refers just two people, who each refer two more, puts in your account if they all choose the Trust Package. From a single introduction.
Provide a Personalized Experience
Every client starts with your invitation and sees your name through to a signed plan.
-
1
Share your personal invite link
Send it yourself, or let FastWill email the invitation for you.
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2
Clients sign up with you
They see your photo, name and personal message.
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3
They complete their plan online
An attorney-built process guides them through their Will or Trust.
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4
You earn commission
Track their progress and get paid when they finish.
An Invitation From Your Advisor
Adam Smith
Maplecrest Brokerage
Prospecting, Done for You
Upload your client list and FastWill reaches out in your name,
then shows you exactly who is ready to talk.
Bring in your clients
Upload a spreadsheet or add clients one at a time. We catch typos and duplicates for you.
We send the invitations
FastWill emails every client a personal invitation from you, in English or Spanish.
Keep track of their progress
Track who opened, clicked, started and paid, so you know exactly who to follow up with.
Your Clients Show Up Ready
Most people stall on estate planning because they don't know what to gather or what the words mean. Send any of these before the first conversation and the plan practically fills itself in.
Prep Checklist
A short list of what to have on hand before they start, so the plan takes one sitting instead of three.
Key People Worksheet
Executor, trustee, guardian, agent. Plain-English roles so they can decide who does what with confidence.
Asset Inventory Worksheet
A fill-in sheet for property, accounts, policies and businesses, so nothing is forgotten when it is time to decide who gets what.
State-Specific Articles
Probate, witness and notary rules differ by state. Point clients to the article for theirs and the questions answer themselves.
Every resource is free, and every prep sheet carries your name and links clients straight back to you. Clients who come prepared finish faster, and faster finishes mean faster payouts.
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."
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.
