Willful Volume Pricing
Provide estate planning tools to your customers to help them check “get a will” off their list
Boost your acquisition and retention by offering estate planning tools to your customers
Purchase 25+ Willful plans at a discounted price
Volume Pricing benefits:
- Discounted pricing on bundles of Willful plans (starting at 20% off consumer pricing depending on volume)
- Custom redemption email template for customers
- Flexible expiry dates (you choose how long customers have to redeem)
Additional perks based on purchase volume, including but not limited to:
- Dedicated webinars for your audience
- Tailored marketing materials
- Branded Willful items
- Dedicated customer service
Interested in recommending Willful without purchasing 25+ plans?
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 and customers 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.
Willful Volume Pricing is ideal for:
Financial planners, investment advisors, or other wealth professionals
Real estate agents, mortgage brokers, or real estate lawyers
Insurance brokers or insurance companies
Benefits providers or benefits brokers
Companies looking to offer financial wellness benefits to employees
Charities looking to offer wills to donors to encourage legacy gifts
Offering estate planning tools to your customers can help with:
Customer acquisition - offer Willful plans with purchase as an incentive to attract new customers
Retention - provide a will as a gift or incentive to increase retention or affinity with customers, employees, or partners
Referrals - offer Willful plans to incentivise customer referrals and word of mouth
Employee satisfaction - help employees with their financial wellness
Is Willful the right fit for your customers?
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.
Still not sure if Willful is the right fit for your customers?
If you wish to purchase less than 10 plans, Willful Gift Cards are a great option.