Launching at Future Proof 2026
Meet the next generation before the wealth moves.
GoodTrust, which has over 800,000 members, gives every client household an easy, lawyer-free family estate plan, and gives you a heads-up at the life moments that matter, so the first time you meet your clients' heirs is not at the funeral.
Two hundred a month. Sixty family estate plans a year. We never compete with you for the relationship.
New to GoodTrust?
Smart Estate Planning. Will, Trust & Directives.
Everything a family needs in one smart plan.
- All-in-one: Unlimited Will, Trust and Directives, valid in all 50 states.
- Family plan, no extra fee: Each individual in the household can create their own plan.
- Smart Digital Vault: Easily organize your digital life and legacy.
- Best value on the market: It’s never been easier to get more, for less.
- The only 5-star rated online estate planning service on NerdWallet.
Attorney-crafted documents, SOC 2 Type II, 256-bit bank-level encryption, multi-factor authentication, support 7 days a week.
The $84 trillion problem
The problem is not the estate plan. It is the heirs you have never met.
$84 trillion will pass between generations through 2045, the largest wealth transfer in history. Most of it will leave the advisor who managed it, because the advisor never met the people inheriting it.
70%+
of heirs change advisors after inheriting
75%
of advisors have never met their clients' heirs
90 / 22
percent of clients who want estate guidance vs. percent who get it
Sources: Cerulli Associates (70%, $84T); ThinkAdvisor (75%); client demand figures as cited in GoodTrust, "How estate planning helps financial advisors retain clients across generations."
Advisors who add estate planning grow
It is not only retention. Advisors who bring estate planning into the relationship report deeper client relationships, more assets from existing clients, and new clients who came for the conversation.
2 in 3
advisors say estate planning improves client relationships
InvestmentNews
44%
report increased AUM from existing clients
FA Magazine
42%
say it brought in new clients
FA Magazine
60%+
of Americans still have no will or trust: most of your book
GoodTrust
You can do this
We’ve got you. Every step.
Each step of your document is simplified into a fill-in-the-blank experience that you tackle at your own pace. The average time to complete an entire estate plan is about 20 minutes depending on the complexity. You can easily take breaks and return anytime. You can also store and share your documents in your private Digital Vault - you have the keys and decide who has access and when.
Get StartedBe in the room when it counts
Families finish parts of their plan when life makes them. Those are the moments you most want to be present for, and usually are not.
Estate planning naturally brings more people into the conversation. Because once heirs inherit, it’s often too late to build trust from scratch, early engagement is critical.
By discussing estate planning with your clients, you are positioning yourself to meet their spouses and children. Additionally you can become a pillar in facilitating the conversation around inheritance and provide education regarding how wealth is transferred.
More than a financial advisor, getting involved in multi-generational relationships opens doors to be viewed as a trusted family advisor who is dedicated to maintaining continuity across generations.
Advisors who integrate estate planning report stronger relationships, with two-thirds saying it improves client relationships overall. Others report direct business growth thanks to the inclusion of estate planning in their strategies—44% report increased AUM with existing clients and 42% say it led to the acquisition of new clients.
Every signal is opt-in for the client, and we never share what they did if they say no.
Recommended
Don’t just take our word for it.
What GoodTrust members say about the plan your clients will be using.
Trustworthy
“Goodtrust is as natural as any other preparation for what will inevitably come.”
JordanHighly recommend.
“Easy to follow guide and only took me 30 mins to create my first Will”
LisaGreat platform.
“Goodtrust is a great platform that allows you to start planning for the future.”
TimComprehensive will service.
“Easy to prepare all necessary documents. Good coverages in each document.”
KristinBuilt for the advisor, never instead of the advisor
Estate planning is how an advisor stops being the person who manages the money and becomes the trusted family advisor. That only works if the tool behind you never tries to take your seat.
Pricing
Billed monthly on an annual plan. Every plan includes monthly advisor office hours, the advisor playbook and a quarterly book report. Broker-dealers and carriers that want to enable a whole tier of advisors: ask about sponsored licensing.
| Plan | Monthly | Advisors | Family plans / year | Additional plans | Best for |
|---|---|---|---|---|---|
| Solo | $199 | 1 | 60 | $39 each | Independent advisors |
| Team | $499 | 5 | 200 | $29 each | Small RIAs and multi-advisor practices |
| Firm | Let's talk | Unlimited | Custom | Custom | Larger RIAs, aggregators, broker-dealers and carriers |
Claim the launch offer
Tell us a little about your practice and we will set up your seat and get in touch within one business day. No card needed today, and a 30-day money-back guarantee once you start.
What happens next: Robyn or a member of the GoodTrust team emails you to confirm your plan, apply the FUTUREPROOF26 offer and set up your branded invite link. Most advisors are inviting clients within a day.
Not ready to commit? Pick "Just curious" below and we will send you the one-pager and an invite to our next advisor office hours.
Questions: robyn@mygoodtrust.com
Thanks, you're in.
We've got your details and will email you within one business day to set up your seat and apply FUTUREPROOF26. In the meantime, think about the ten client families you'd invite first.
Read more
Common questions
What’s included for the advisor?
Everything needed to run this end to end: 60 family estate plans a year, life-moment signals with strategy talking points, a family meeting kit, and a playbook to bring it all together. Co-branding on the GoodTrust site is optional. The relationship, and every conversation it opens, stays yours.
Are the documents valid?
Yes. Documents are attorney-drafted and state-specific, with guidance for signing and notarization where required. Complex estates that need bespoke counsel are the natural upgrade path for you and your attorney network.
What if I don't use all 60 plans?
Plans are pooled per year, not per month, so a busy review season and a quiet summer even out. Unused plans do not roll over, but the pool is sized so most advisors never run out.
My broker-dealer might want to cover this for our whole team. Is that possible?
Yes. Broker-dealers and carriers can license GoodTrust for a tier of advisors on volume pricing. Choose "Firm / sponsored license" above and we will set up the conversation.
Can I cancel?
Yes. Try it risk-free for 30 days: full refund, no questions asked. After that, plans run on a 12-month term.