For Financial Advisors
Empower your Childfree clients with confidence
Your Childfree clients need you.
75% of Americans don’t have finalized estate documents.
As a financial planner, you work hard to provide value in the area of estate planning, but clients often procrastinate on these vital tasks.
Your Childfree clients aren’t simply dragging their feet. Without kids, designating representatives for medical and financial POA, executor, and trustee creates a Fiduciary Void, leaving them wondering…
“Who can make decisions for me when I can’t do it myself?”
The pressure to choose someone who will ensure their wishes are followed brings up anxiety that keeps them from putting a plan in place.
Finally — the fiduciary representation your clients are looking for.
We built Childfree Trust® specifically to address your Childfree clients’ fear and overwhelm.
With a single monthly membership fee, clients have access to a professional team that provides:
- Medical and financial POA
- Executor
- Trustee representation
We protect them in an emergency and honor their wishes when they die — no matter where they live in the United States.
Why this changes everything for your practice
Childfree Trust isn’t just a service to share with your clients. It’s a powerful differentiator for your practice.Â
You’re not just solving their immediate problem — you’re positioning yourself as the advisor who truly gets them.
With Childfree Trust, your Childfree clients will finally be able to:
- Finalize their estate documents with confidence
- Sleep better at night knowing a competent team will step in when needed
- Stop feeling like a burden to friends and chosen family
- Focus on living their amazing Childfree life instead of worrying about worst-case scenarios
And you get to be the advisor who made it all possible.
Free Whitepaper: Guide to Fiduciary Estate Planning in the Childfree Economy
The childfree population is growing fast. Your Childfree clients have unique estate planning needs that current models often miss — and this creates a “Fiduciary Void” that financial planners have a unique opportunity to fill.Â
This whitepaper reveals significant challenges to consider for advisors with Childfree clients — and how you can fulfill your fiduciary duty by offering them a real solution to those challenges.
Virtual events for financial planners
Dec 4, 2025
The Fiduciary Void: Intro to Childfree Trust for Advisors
Advisor FAQs
DO NOT DELETE
My clients are covered by a group legal plan. Could they get an estate plan created through group legal that would interface with your solution?
New members must create new documents created through Childfree Trust® before the payment and service begin.
We’ve designed our platform for accessibility and ease of use, and we hope users can complete all core documentation in 30 minutes or less — faster if they already have all their information handy.
We have unique sets of documents for each U.S. state.
In order to serve people nationwide, we provide estate documents they need to complete. If a client’s estate is complex and they need different documents, they do not qualify for Childfree Trust® membership.
How is Childfree Trust® different from an independent fiduciary acting as trustee or POA?
Individuals can take on these roles; for example, California and Arizona have registered fiduciary programs to fill this gap. They may not be willing or able to step in as medical POA.
Even in these cases, clients are still nominating only one individual in these capacities, and they can often serve only in that state.
Our solution offers an actual entity and team via our partner trust company, allowing for scalability, coverage, and regulatory oversight that individuals can’t offer.