Exclusive Savings for all clients at Shelemey Wealth Advisory

Have you been putting off finishing your will? Has it been on your to-do list for months, even years? Why not make today the day you put a plan in place to protect the people who matter most to you.

Clients at shelemey wealth advisory can save 15% on any Willful Plan!

Does the idea of planning for life after death feel too scary or overwhelming? Or is it because you’re not sure where to start? Maybe it’s all of the above. Whatever the case may be, at Willful, we’re here to help. Once you have your decisions made, it’s only 15 minutes from start to finish with our online platform.

Use code WISEPLANNING for 15% off!

Enter promo code at checkout when you are ready to pay, print and sign your documents. This offer cannot be combined with any other offers. Documents created by Willful are not legally-binding until they have been printed and the testator - the person creating the will - has completed the steps as per the detailed instructions that come with each Willful document. Willful is best for simple and straightforward estates. Discount may not be redeemed for cash or cash equivalent or combined with any other offers. Promotion is not available for Quebec residents at this time.

pricing

We keep our pricing simple, find the Willful plan that best suits your needs

BEST FOR INDIVIDUALS
Included in this plan:
  • Create your legally-valid will
  • Notify key people named in your will
BEST FOR INDIVIDUALS

Premium Coverage

Create your will and power of attorney documents, plan for your assets and funeral wishes.

Included in this plan:
  • Create your legally-valid will
  • Notify key people named in your will
  • Establish power of attorney documents for health (living will) and property
  • List physical, financial and digital assets
  • Record your funeral and burial wishes
  • Register the location of your will on the Canada Will Registry ($40 value)
Best for Households

Premium Coverage
For Families

for two adults

All the benefits of the Premium Coverage plan for you and your family, for less.

Included in this plan, each person can:
  • Create their legally-valid wills
  • Notify key people named in their will
  • Establish power of attorney documents for health (living will) and property
  • List physical, financial and digital assets
  • Record your funeral and burial wishes
  • Register the location of their will on the Canada Will Registry ($40 value)
Add up to 6 people to your plan
Frequently asked questions

Get peace of mind for you and your family by
creating your will today.