Case Study: Trust & Will helps Americans create estate plans online with PartnerCentric

Trust & Will - Customer Case Study

Trust & Will wanted to make estate planning more accessible for the 150M U.S. citizens without a plan and the 50M with outdated documents. To support its digital-first estate planning service, Trust & Will partnered with PartnerCentric to help promote its online product for creating wills, trusts, healthcare directives, powers of attorney, and HIPAA authorizations.

PartnerCentric professionally managed the Trust & Will Affiliate Program, which offered a 15% commission and a 30-day referral period. The program was designed to drive referrals to Trust & Will’s online estate planning platform and support its mission to help customers create customized plans in as little as 10 minutes.

Trust & Will