Serchen

OneDigitalTrust.

What is OneDigitalTrust.?

OneDigitalTrust is an EstateTech company based in McLean, Virginia, that specializes in digital estate and legacy planning solutions. The company offers a white-label, DIY digital platform designed for banks, credit unions, financial advisory firms, insurers, and employee benefits providers. This platform allows these institutions to provide branded estate planning tools to their customers and employees. The platform simplifies estate planning with a secure, cloud-based system that enables users to create legally valid documents across all U.S. states and Washington, D.C. Key features include document creation for wills, trusts, and powers of attorney, as well as tools for probate exposure visualization and trust funding tracking. OneDigitalTrust focuses on making estate planning affordable and accessible, addressing the unique needs of various groups, including same-sex couples. The company partners with financial institutions to enhance customer engagement and retention through its turnkey solutions.

Alternatives to OneDigitalTrust.

See all in Banking Software

OneDigitalTrust. Reviews (0)

No reviews for OneDigitalTrust. yet.

Related Categories