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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! Details below

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 kept our pricing simple and Willful helps
pick the right plan for your needs.

most popular for couples

The Essentials

$99
Minimum of $200 in savings compared to visiting a lawyer

Plan details

  • Unlimited changes
  • Make your final wishes known
  • Decide how you want your estate distributed
  • Name your personal representative and beneficiaries
  • Choose guardians for your children and plan for their inheritance
  • Plan includes one will
Most Popular

The Premium

$149
Minimum of $450 in savings compared to visiting a lawyer

Plan details

  • Unlimited changes
  • Make your final wishes known
  • Decide how you want your estate distributed
  • Name your personal representative and beneficiaries
  • Choose guardians for your children and plan for their inheritance
  • Create an emergency financial and property plan
  • Plan for medical emergencies
  • Choose this option if your beneficiaries differ from your spouse
  • Plan includes your will and power of attorney documents
popular for couples

Couples (Mirrored)

$249
Minimum of $850 in savings compared to visiting a lawyer

Plan details

  • Unlimited changes
  • Make your final wishes known
  • Decide how you want your estate distributed
  • Name your personal representative and beneficiaries
  • Choose guardians for your children and plan for their inheritance
  • Create an emergency financial and property plan
  • Plan for medical emergencies
  • Automatically mirrors wishes for your spouse for faster completion*
  • Create separate wills and power of attorney documents for you and your spouse in one account

*Choose Premium if your beneficiaries differ from your spouse

Take one minute to see which plan best fits your needs

Frequently asked questions

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