Willfully for Estate Planning Professionals

Adding value to estate planning and driving client engagement.

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Provide your clients with a truly unique and effective solution while simultaneously increasing overall engagement through Willfully’s distinct and comprehensive estate planning application.

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Enhancing Your Value

Willfully guides your clients in building a comprehensive estate capsule with Willfully, ensuring that their loved ones have all the necessary resources and information they’ll need to effectively fulfill your client’s estate obligations when the time comes.

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Improved Engagement

Willfully will actively encourage your clients to maintain consistent contact with their professional estate planning partners, thereby enhancing the overall accuracy of their estate preparation process and ultimately driving billing more effectively.