Willfully for Estate Planning Clients

Willfully transforms estate planning by gathering everything your loved ones need.

Man wearing a red bandana and plaid shirt standing in front of framed paintings.

Build a comprehensive estate capsule with Willfully, ensuring that your loved ones have all the necessary resources and information they’ll need to effectively fulfill your estate obligations when the time comes. This thoughtful preparation can help ease their transition and provide clarity during a difficult period.

Here's how it works

Willfully guides estate planning clients through our proprietary process of building an estate road map. We call this road map your estate “capsule”, and it will be accessible to a designated individual once the time comes to settle your estate.

Choose your executive contact -the person will will gain access to your estate capsule when the time comes- and invite them to accept the role.

Utilize Willfully’s guided process to build your estate capsule -a complete road map to settling your estate.

Enjoy the assurance that your loved ones have all of the answers needed to settle your estate.

Seamless Onboarding

Person interacting with a smartphone on a wooden table, displaying a "Let's Start" screen on the app.

Willfully’s guided process will help you build a depository of critical information -what we call a “capsule”.

Client Collaboration

Two people sitting at a table, looking at a laptop screen displaying furniture designs.

Invite attorneys, financial advisors, and accountants to confirm or clarify your information.

Custom Permissions

Person signing documents on a wooden table

The executive contact only gains access to your estate capsule in the event of a death or incapacitation -unless expressly granted by you.

Secure Organization

Smartphone displaying a lock icon on a purple screen, placed on a yellow background.

Your information is secured by sophisticated encryption. There’s no need to upload your legal or estate documents.

Efficient Workflow Management

Person wearing a smartwatch pinning notes and diagrams on a wall with colored pins and strings, suggesting project planning or workflow mapping.

Willfully measures your progression and maintains communication with you to build your estate capsule.

Why Willfully is Special

Willfully offers a simple, seamless experience for estate planning clients to provide their surviving family members everything they need to fulfill estate obligations.

Guided Process

Willfully’s guided process expertly escorts estate planning clients through the creation of an estate capsule—a comprehensive and thorough road map that contains all the necessary information that your surviving family members will need to fulfill the various estate obligations. This carefully designed document aims to help them avoid common roadblocks and complications that often arise during such difficult times.

We’ve Thought of Everything

Your estate capsule will serve as a valuable guide for your designated executive contact, providing crucial information not only regarding your most critical estate elements, but also pertinent downstream items that may be of importance. We’ll comprehensively cover everything from life insurance policies to the specific location of your beloved pet’s medications. All it takes is a little bit of your time to ensure that everything is organized and easily accessible when needed.

Taking the Power Back

Gain some power in what can often seem like a completely powerless situation. Rest easy knowing that with Willfully, you’ve proactively taken steps to ensure that your loved ones are well-prepared for your estate obligations when the time comes. This thoughtful preparation demonstrates care and consideration for those you cherish most.