Get insights like
never before
Clients can add you to their orders so you always have the pulse on the progress of their case. Get back valuable time chasing attorneys, law clerks and admin staff for now readily available info
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Clients create legally sound trust & will documents, get support
all in one platform
No more getting stuck in your decision making process! Send us a message for instant support
Enter your information, choose your team, submit, and generate documents
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Clients can add you to their orders so you always have the pulse on the progress of their case. Get back valuable time chasing attorneys, law clerks and admin staff for now readily available info
See howGet your clients updates when they do, provide information to the order to save them time in moving their case along
See how
Insurance and estate planning work together to create a well-protected portfolio
Take pride in providing estate planning at a fraction of the usual industry costs
Do-It-With-Help
Revocable Living Trust
Last Will and Testament
Financial Power of Attorney
Health Power of Attorney
Preparation of 1 Quitclaim Deed
1 Time Shipping & Printing
Dedicated Account Manager
No credit card required
Paralegal Reviewed
Revocable Living Trust
Last Will and Testament
Financial Power of Attorney
Health Power of Attorney
Preparation of 1 Quitclaim Deed
1 Time Shipping & Printing
Zoom Meeting w/ Paralegal
No credit card required
Attorney Reviewed
Revocable Living Trust
Last Will and Testament
Financial Power of Attorney
Health Power of Attorney
Preparation of 1 Quitclaim Deed
1 Time Shipping & Printing
Zoom Meeting w/ Attorney
No credit card required
”
Switching was the best decision I’ve made for my business. You made everything so simple! Highly recommend for anyone offering trust & wills to their clients!
From TrustPilot.com
”
Simple and stress-free! The platform is intuitive, fast, and perfect for managing client needs. Tracking clients is great & ensure we're all in the loop.
From TrustPilot.com
”
It’s fast, user-friendly, and my clients love the smooth experience. Couldn’t be happier! Looking forward to a fruitful partnership
From TrustPilot.com
Frequently Asked Questions
TrusteeFriend is an online estate planning platform that helps individuals and families create comprehensive estate plans quickly and easily. Clients can use our intuitive tool to draft wills, manage assets, and set up trusts, all while ensuring their estate is legally secure.
Agents can refer clients by simply sharing our website or providing a custom referral link. For clients who sign up through an agent referral, agents can track activity and receive updates on their client's progress via our partner portal.
TrusteeFriend offers a quick, affordable, and simple way for clients to create their estate plans. It removes the complexity of traditional legal processes and ensures that their assets are protected. Additionally, agents can offer their clients optional expert consultations for a more personalized experience.
Yes, TrusteeFriend offers tiered pricing plans based on the features and services clients need. Basic plans are affordable and cover the essential tools for estate planning. For more complex needs, we also offer premium plans that include expert assistance and advanced features.
Option 1: Click the 'Become an Affiliate' button at the top of this page and complete the registration form. This will create your account. Allow 24 hours for our team to approve your request. Once approved, review our referral program overview, and you’ll be ready to start referring!
Option 2: Create an account and navigate to the 'Refer a Friend' section in the sidebar. Fill out the signup form and allow 24 hours for approval. Once approved, review our referral program overview, and you can start referring!
Yes! Clients have the option to consult with estate planning experts at any stage of the process. This ensures they can get personalized advice and guidance, whether they need help understanding the platform or require in-depth legal advice.