Frequently Asked Questions
Q: How do I use Willfully?
A: At the moment, Willfully is only available to use through a subscribing estate planning professional. We look forward to offering Willfully to all estate planning clients in the future.
Q: What is Willfully?
A: Willfully is an online service that guides estate planning clients in the creation of an estate “capsule” -a complete estate road map meant to give the surviving family all of the answers they need when the time comes to settle an estate. Learn more here.
Q: Who is Willfully for?
A: Willfully serves all parties in the estate planning process: Professionals who wish to offer a valuable tool, estate planning clients who wish to prepare their loved ones, and the surviving families who will have all estate answers at their fingertips when the time comes.
Q: What does Willfully cost?
A: Willfully offers multiple plans as well as customizable plans to qualifying organizations. Please contact us to learn more.
Q: How does Willfully work?
A: Most users will be invited to use Willfully by a retained estate planning professional. Upon accepting, users begin the process of building their estate capsule -a total depository of pertinent information. When the time comes, their designated executive contact will gain access to this road map for estate settlement.
Q: What happens when I die or if I am incapacitated?
A: Your estate professional will confirm your condition, and your designated executive contact will be granted access to your estate capsule. Upon completion of the estate, you information can be permanently deleted.
Q: How does Willfully work?
A: Most users will be invited to use Willfully by a retained estate planning professional. Upon accepting, users begin the process of building their estate capsule -a total depository of pertinent information. When the time comes, their designated executive contact will gain access to this road map for estate settlement. Learn more here.
Q: What is an “Executive Contact”?
A: The executive contact is an individual chosen by the user to receive access to the estate capsule in the event of death or incapacitation.
Q: What is a “Primary Professional”?
A: A primary professional is an estate planning professional who invites a client to use Willfully. The primary professional has the ability to confirm client information and confirm that a death or incapacitation has occured.
We hope these FAQs have addressed your concerns regarding our new client site. If you have any additional questions, please do not hesitate to reach out to our support team. We are here to assist you and provide you with the best experience possible.