TrustlockPRO integrates a powerful estate planning solution and residual income opportunity.
TrustLockUSA has developed the ‘ultimate’ Living Trust “package,” prepared in an exceptionally inviting digital format. The TrustlockUSA Estate Planning documents provide your clients with the most comprehensive and professional Revocable “Living” Trust package available from any source.
Your TrustlockPRO dashboard will show the clients you have successfully referred to start a TrustlockUSA membership. You can use this information to time estate plan reviews with your clients on a yearly basis. And since TrustlockUSA is a web based solution you can review your clients estate planing documents online anytime, anywhere.
TrustlockPRO members get complete access to TrustlockUSA’s Digital Estate Planning system. They are able to guide clients through the document creation process and help them out year to year by reviewing the estate planning documents they have created on their behalf.