OneDigitalTrust operates in the estate planning and wealth management sector, providing private label estate planning software to financial institutions and advisory firms. The company's platform empowers customers to complete essential end-of-life planning, creating and maintaining legally valid inheritance plans. By offering an all-digital service, OneDigitalTrust aims to spare survivors the stress and expense of endless bureaucracy. The business primarily serves financial institutions and advisory firms, helping them to offer their clients a comprehensive digital solution for estate and inheritance planning. OneDigitalTrust generates revenue through a software-as-a-service (SaaS) model, charging financial institutions and advisory firms for access to its platform. The company is headquartered in McLean, Virginia, and is committed to making estate and inheritance planning accessible to every American adult.

Keywords: estate planning, inheritance, digital service, financial institutions, advisory firms, SaaS, end-of-life planning, wealth management, private label, legally valid