OneDigitalTrust

Based in McLean, VA, OneDigitalTrust is an EstateTech company offering a next-generation, DIY (Do It Yourself) digital estate planning platform to banking, financial advisory institutions, insurers, and employee benefits companies. The platform is offered as a turnkey solution so that these enterprise users can quickly and cost-effectively provide a comprehensive estate planning offer branded as their own to their customers. The platform capabilities extend well beyond producing legally valid documentation (across 50 states plus D.C.) The capabilities include visualization and planning tools to ascertain probate exposure and track (revocable) trust funding, uncover changes through life-stages to trigger a plan refresh, and an intelligent document vault. For more information, please visit us here.