Willful Partners with Tangerine: Making Estate Planning Easier for Canadians

For many Canadians, estate planning is something they know they should prioritize, yet it continues to be pushed down the financial to-do list. 

New insights from Willful’s 2025 Great Delay Report reveal why: many households are feeling the weight of rising costs, shifting mortgage payments, and day-to-day financial pressures. As a result, the long-term task of creating a will can fall behind more immediate needs.

At Willful, our mission is to remove the barriers that make estate planning feel complicated or overwhelming. And today, we’re excited to take a major step forward in that mission by announcing a new partnership with Tangerine, one of Canada’s leading digital banks.

Helping Canadians take control of their financial future

Like Willful, Tangerine is committed to helping Canadians build financial confidence with clear, digital-first tools. Together, we’re making it even easier for Tangerine Clients to create a legally-valid will and other end-of-life planning documents, all from the comfort of home and in 20 minutes or less.

As part of this partnership, Tangerine Clients will receive an exclusive 25% discount on any plan until November 21, 2025, in recognition of Make a Will month in Canada. Clients will also continue to receive year-round savings of 20% off any Willful plan, helping them take an important step toward financial preparedness without incurring unnecessary costs or complexity.

Why estate planning matters now more than ever

For many, estate planning gets pushed aside simply because life gets busy, but it’s a foundational part of financial wellness. And without a will, provincial laws decide who inherits your assets, who manages your estate, and even who cares for your children. Friends and chosen family aren’t recognized, common-law partners may be left with nothing, and pets or sentimental items aren’t protected.

A will outlines who should care for your children or pets, who will manage your estate, and how your assets should be distributed. Power of attorney documents make sure someone you trust can make decisions on your behalf if you’re ever unable to.

These aren’t just legal documents, they’re tools that protect the people and future you care about.

An easy, affordable way to get your will done

With Willful, Tangerine Clients can create personalized, legally-valid wills and power of attorney documents in just minutes. Our platform walks you through every step in plain language, so you can feel confident knowing your plans truly reflect your wishes.

And thanks to this new partnership, Tangerine Clients can get started at a special rate:

Make a Will Month Offer:

Until November 21, get 25% off any Willful plan!

Ready to finally check “make a will” off your list?

Tangerine Clients can take advantage of the Make a Will Month promotion and start their estate plan today with 25% off.

Create your will with Willful →

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