Learn how FastWill went from a simple digital will service to a full-fledged SaaS platform revolutionizing estate planning for financial advisors and clients alike.

In this episode of Sharkpreneur, Seth Greene speaks with Zach Tsakiris, founder of FastWill.com. He shares how he expanded his digital estate planning platform into a successful SaaS business that now serves thousands of clients. Starting in the financial services sector, Zach saw the need for an affordable and efficient estate planning solution for mid-tier clients and professionals. He discusses building a SaaS platform for financial advisors, insurance brokers, and clients, offering an easy way to create wills and trusts. Zach outlines the key decisions, partnerships, and strategies that have fueled FastWill’s growth and success in a competitive market.

Key Takeaways:

→ The initial inspiration behind turning FastWill into a SaaS platform.

→ Key challenges business founders face when scaling and how to overcome them.

→ The value of a seamless user experience in attracting both clients and professionals.

→ Why FastWill’s SaaS model is a game-changer for estate planning professionals.

→ The importance of constantly evolving your product to meet user needs and market demands.

Born in Dallas and based in Manhattan, Zach Tsakiris became a top financial advisor in estate planning. He founded FastWill to simplify the process for clients and advisors. As the world goes digital, he envisions estate planning’s future online and aims to make FastWill the industry leader.

Connect With Zach:

Website

Instagram

Facebook

LinkedIn

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