For Professionals

The easiest way to help your clients plan ahead

Try it now with a free will (value $189)

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Trusted by Canada's top institutions and advisors

The estate planning clients want. The simplicity you need.

Identify gaps in financial planning

Connect generations & build family relationships

Generate leads & acquire new clients

Engage & nurture valuable clients

By signing up, you agree to Willful for Professionals's terms of service.
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Offer clients effortless estate planning

A free will for every advisor

No implementation fees

Additional referral discounts

Tiered subscriptions for the best fit

Willful is Canada's most-trusted online will platform

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Emily Johnson
Financial Advisor, ABC Corp

Our certified estate planning experts are here to help

Have a question? Contact us for live support Monday-Friday 9AM-5PM ET.

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Offer easier estate planning today

Grow your practice and nurture client relationships–without becoming an estate planning expert.

By signing up, you agree to Willful for Professionals's terms of service.
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FAQs

Are online wills legal?

Yes. An online will made with a platform like Willful is legal in Canada. However, there are some steps that need to be taken in order for it to meet the criteria for a legal will in Canada. Each Willful will comes with detailed instructions for signing and witnessing so you can feel confirdent that you have a legally-valid will.

Read more about online wills in our Learn Centre

Is Willful secure?

Willful uses top-tier encryption and regularly runs audits to keep your data safe, and as a trusted partner of brands like Scotiabank, CIBC, and Wealthsimple, Willful continuously meets rigorous security standards. Your documents are only created when you need them and aren’t stored on our servers, and you can delete your Willful account and personal data anytime.

Find out more about Willful’s security

What provinces is Willful available in?

Creating a legal will involves abiding with provincial and territorial laws. We are working with our team of estate lawyers to expand across Canada.

Right now our wills are  available to residents of all Canadian provinces, including Ontario, Alberta, B.C., Manitoba, New Brunswick, Newfoundland, PEI, Nova Scotia and Saskatchewan. We are also available to residents of Quebec. 


Visit our site for Quebec residents →

Who is Willful best suited for?

If the estate planning needs are straightforward—without complex trusts, business succession planning or arrangements for overseas assets— Willful is probably a great fit. Around 80-90% of Canadian estates likely don’t require a lawyer.

Learn more about complex situations that may require a lawyer →

What kind of support to advisors get?

You’ll get a dedicated point of contact, co-branded marketing support, a custom onboarding experience for clients, and access to training, insights, and expert customer support—everything designed to help you drive client engagement and grow your practice.

Still have questions?

Get in touch with us: partners@willful.co