Exploring
Estate planning, inside your practice.
A co-branded Trustwise experience you offer your clients — so the estate-plan conversation doesn't end in a referral and a lost thread.
Most financial advisors do excellent financial planning around investments, taxes, insurance — and then hand off the estate-planning piece, often watching clients never complete it. The advisor portal is a co-branded Trustwise flow you invite clients into. You see completion status; they get the document.
What we're planning
The advisor portal.
Co-branded client invite
Email the client a link with your firm's branding. They complete the questionnaire in the same flow our retail users see.
Completion tracking
A dashboard that shows which clients started, which finalized, and which stalled on a specific step.
Annual review reminders
Automated nudges when laws change or a client's life events suggest it's time to revisit the plan.
Asset-inventory handoff
Optional capture of account listings the client wants their executor to know about — exported to your CRM.
Revenue share or wholesale pricing
Depending on your firm's size, either a flat wholesale rate per completed plan or a revenue-share model.
Compliance-friendly
The document preparation is between Trustwise and the client. Your firm doesn't take on document-prep liability.
Why this matters
Estate planning is the last mile.
The “go see a lawyer” handoff fails most of the time — not because the advice is wrong, but because the client never books the appointment. A completed will is better than a perfect trust that never gets signed.
Our job is to make the last mile short enough that the client actually walks it. Your job is to be the trusted advisor who nudges them into it. Together is better than separately.
Tell us about your practice.
We're talking to advisors now to shape the portal. If you want early access, email us at advisors@cocreateidea.com.
See the product your clients would use.
Try the consumer flow first so you know exactly what you'd be offering.