Growing Strategic Partnerships GoodTrust has formed recent collaborations with family-focused organizations such as Family First and security-focused companies like Security National Life, indicating opportunities to expand into partner channels serving caregiving and insurance sectors seeking estate planning solutions.

Expanding Product Suite With the launch of innovative offerings like GoodTrust Protect+ to combat online fraud and the Pet Directive for pet care planning, there is potential to cross-sell additional digital security and legacy management services to existing clients interested in comprehensive estate planning.

Market Education Initiatives The release of comprehensive resources such as the Ultimate Guide to End-of-Life Planning demonstrates a focus on educating customers; this approach can be leveraged to develop targeted marketing campaigns and personalized outreach for value-driven upselling.

Funding and Growth Potential Having secured $5 million in seed funding and a total of $7.5 million raised, GoodTrust is positioned for scaling its digital estate planning tools, which presents upselling opportunities to financial advisors and estate professionals seeking modern, secure solutions for their clients.

Technology-Driven Engagement Utilizing a robust tech stack including AWS, React, and Google Tag Manager, GoodTrust creates a seamless user experience that appeals to tech-savvy users; sales prospects can highlight advanced security and usability features when engaging prospective partners or clients.