Last updated: 2026-03-13
By TOAMS Financial — 475 followers
Turnkey, brandable estate planning capabilities that you can offer under your own brand to clients. Provide comprehensive trusts, wills, and powers of attorney, expand service offerings, retain client relationships, and unlock new revenue streams without building a new department.
Published: 2026-03-13
Provide a turnkey, brand-aligned estate planning service that enables clients to create and manage trusts, wills, and powers of attorney within your ecosystem.
TOAMS Financial — 475 followers
Turnkey, brandable estate planning capabilities that you can offer under your own brand to clients. Provide comprehensive trusts, wills, and powers of attorney, expand service offerings, retain client relationships, and unlock new revenue streams without building a new department.
Created by TOAMS Financial, 475 followers.
Financial advisor aiming to add estate planning to client offerings under their own brand, Insurance agent seeking to upsell and provide trusts, wills, and powers of attorney to existing clients, Tax professional wanting to retain clients by offering estate planning within their ecosystem
Interest in finance for operators. No prior experience required. 1–2 hours per week.
brand-aligned estate planning. comprehensive trusts and wills toolkit. revenue without client churn
$50.00.
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