Last updated: 2026-03-14
By TOAMS Financial — 475 followers
Gain immediate access to a fully branded estate planning platform that enables you to offer trusts, wills, and powers of attorney under your own brand. This solution expands your service portfolio, strengthens client relationships by keeping planning within your ecosystem, and creates a scalable revenue stream with minimal operational overhead compared to building and maintaining a back-office capability from scratch.
Published: 2026-03-14
Offer estate planning under your brand with a scalable platform that drives new revenue and stronger client retention.
TOAMS Financial — 475 followers
Gain immediate access to a fully branded estate planning platform that enables you to offer trusts, wills, and powers of attorney under your own brand. This solution expands your service portfolio, strengthens client relationships by keeping planning within your ecosystem, and creates a scalable revenue stream with minimal operational overhead compared to building and maintaining a back-office capability from scratch.
Created by TOAMS Financial, 475 followers.
Independent financial advisors who want to add estate planning to their core offerings under their own brand, Insurance agents and brokerages seeking to deepen client relationships and increase revenue through bundled planning services, Advisory firms aiming to scale estate planning capabilities quickly without expanding back-office resources
Interest in finance for operators. No prior experience required. 1–2 hours per week.
Brand-aligned estate planning tools. Keep clients within your ecosystem. Scale services without back-office expansion
$15.00.
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