Let us be your “go-to” for building and maintaining your clients estate planning documents and testamentary video
We offer a flexible program allowing you to create a TrustLock corporate account giving access to all your clients documents from anywhere
You have direct access to over 30 years of estate planning experience through our in-house DigitalLawyers program.
Updating client information can be done on the fly by logging in and selecting your clients account from within the TrustLock portal
We can also skin the TrustLock engine to reflect your brand and offer as a stand alone extension or a seamlessly integrated part of your existing website
Get More Information
If you are interested in offering TrustLock to you clients, fill out the brief form and we will send you information on how to get started. Along with offering the most state of the art estate planning solution, as a industry professional you will split revenues with TrustLock creating income for you practice with every client you bring in. Get started with TrustLock today.
TrustLock Estate Planning Tools Include the Following:
Estate Planning Documents
DocCreator allows you to create all your essential estate planning documents by filling out a single form. Your membership comes standard with: Living Trust, Living Will / Healthcare Directive, Pet Guardian, Power of Attorney for Assets, Real Property Deed(s), Trust Funding Instructions, Directive to Successor Trustee, and an Abstract of Trust.
In the future, NO legitimate estate plan will be complete without Testamentary Video™ TrustLock memberships come standard with VideoWishes which completes the new era demand for Testamentary Video clarifing your intentions and reinforces the estate decisions you have made for your loved ones.
TrustLock uses bank-level AES-256 encryption, SSL using 2048-bit certificates to guard your documents.
TrustLock’s Cloud-based system securely gives you access to all your legal documents anytime, anywhere.
Legal Resource Team
The TrustLock membership gives you access to our legal team through our DigitalLawyer program.