What is Willfully?
A breakthrough service for estate planning professionals, their clients, and surviving families.
Willfully is an innovative and state-of-the-art platform specifically designed to effectively serve all parties involved in the estate planning process, ensuring a seamless experience for everyone from professionals to a client’s surviving families.
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. Here’s how it works once you’ve signed up for Willfully.
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 comprehensive road map to settling your estate.
Enjoy the assurance that your loved ones have all of the necessary answers needed to settle your estate when that time comes.
Seamless Onboarding
Willfully’s guided process will help you build a depository of critical information -what we call a “capsule”.
Client Collaboration
Invite attorneys, financial advisors, and accountants to confirm or clarify your information.
Custom Permissions
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
Your information is secured by sophisticated encryption. There’s no need to upload your legal or estate documents.
Efficient Workflow
Willfully measures your progression and maintains communication with you to build your estate capsule.
