Help your clients protect what matters. Get the tools to prove it.
Trust Blocks gives estate attorneys and financial advisors a professional way to recommend digital legacy planning — and track whether your clients actually follow through.
Probate Efficiency
Your clients who use Trust Blocks arrive at probate with organized accounts, passwords, and emergency contacts. Less friction. Faster resolution.
Client Retention
Your contact information is embedded in every annual reminder Trust Blocks sends your clients. You stay top of mind without any extra effort.
Vault Visibility
Advisor Portal onlySee which of your clients completed their vault and which ones haven't started. A completion dashboard gives you a reason to follow up.
Two ways to partner with Trust Blocks
Partner Free | Advisor Portal $39/mo | |
|---|---|---|
| Unique referral link | ||
| Client discount | ||
| Your info in client emails | ||
| Client roster & vault status | — | |
| Attribution tracking | — | |
| Email clients from portal | — |
Become a Trust Blocks Partner
Recommend Trust Blocks to your clients. Get a unique referral link and stay top of mind through annual reminder emails — no monthly cost.
Built by someone who's worked inside enterprise security at Dashlane — one of the most respected password security companies in the world — and helped CISOs understand what digital legacy planning actually requires. Trust Blocks is built for what happens after, not just while you're alive.
— Chris Hobbick, Founder, First-Rate Tech Corp
Frequently asked questions
Is there a cost to become a partner?
No. The free partner tier is always free. The Advisor Portal is $39/month per seat, billed directly via Stripe — it bypasses Apple's App Store entirely.
What discount do my clients receive?
Your referral link applies a discount to any Trust Blocks individual plan. Exact discount percentage confirmed at onboarding.
Do I earn a commission?
The free partner tier does not include revenue share — the value is client service and retention, not a commission check. The Advisor Portal tier is a paid professional tool, not a commission structure.
How do I get my referral link?
Fill out the Partner Application form on this page. We'll send your unique link within 1 business day.
What is the Advisor Portal exactly?
A web-based dashboard at trustblocksapp.com/advisors/dashboard where you can see which of your referred clients have signed up, how active they are, and how complete their Trust Blocks vault is. The portal is not yet in self-service beta — request a demo to get access.