Willful for Advisors
Refer clients to Willful for affordable, accessible estate planning tools so they can finally check “get a will” off their list.
Boost your acquisition and retention by offering estate planning tools to your customers
Advisor Referral Program
Ideal for advisors who want to recommend Willful to their clients and pass on unique savings
Referral Program benefits:
- Branded estate planning checklist with your logo
- Willful brochure with your logo
- Marketing toolkit, including images, logos, FAQs, and sample posts
Monthly newsletter outlining what’s new in estate planning in Canada
Additional perks based on referral volume, including but not limited to:
- Dedicated webinars for your audience
- Tailored marketing materials
- Additional will registry codes
Note: if you are interested in earning a revenue share on any purchases you refer, please visit our affiliates page or email partners@willful.co.
Volume Pricing Program
Ideal for professionals or companies who want to buy 10+ Willful plans at a discounted price to offer to clients as a gift or incentive
Volume Pricing benefits:
- Discounted pricing on bundles of Willful plans (starting at 20% off consumer pricing depending on volume)
- Onboarding email for clients outlining offer and how to redeem plan
- Branded estate planning checklist to help client prepare to write their will
- Marketing toolkit, including images, logos, FAQs, and sample posts
- Monthly newsletter outlining what’s new in estate planning in Canada
Additional perks based on purchase volume, including but not limited to:
- Dedicated webinars for your audience
- Tailored marketing materials
- A set of our legacy conversation cards
Note: if you’d like to purchase less than 10 plans, you can purchase gift cards here.
Need more info on either option, or want a tour of the Willful platform?
We launched Willful to make it affordable, easy, and convenient for Canadians to complete their will and -power of attorney documents from home, for a fraction of the price of a lawyer. We’ve created over 35,000 documents for Canadians since launch, and we’d love to work with you to offer Willful to your clients/clients so they stop procrastinating and take action.
The bulk pricing program at Willful gives a very cost-effective solution to ensure that all our clients have access to these incredibly important documents. We have also been able to generate more referrals and business from offering this program to our clients and their families.
Is Willful for Advisors the right fit for you?
Our professionals program is ideal for any individual or company who wants to recommend a simple estate planning solution to their clients/clients, including:
Financial planners
Investment advisors
Benefits providers
Insurance brokers
Lawyers
Is Willful the right fit for your clients?
Willful is a good fit for Canadians with simple situations who don’t want custom legal advice from a lawyer. Here’s an overview of the situations Willful can accommodate:
Assets/investments in Canada
Married, common-law, single, or divorced
Owns pets or has minor children and wants to appoint a guardian for their care
No complex trusts required beyond a simple testamentary trust
Wants to leave assets to individuals or charities
Wants to appoint someone to make medical or financial decisions in the event they’re incapacitated
Willful is unable to handle complexities including a variety of trusts (other than simple testamentary trusts); conditional gifts; corporate executors; business considerations including complex planning and dual wills; multiple wills for assets in multiple jurisdictions; and any other custom wishes.