Deliver Wills & Estate Planning, in-house.
Seamlessly integrate estate planning into your advisory practice while ensuring compliance with one click referrals.
1680 Google Reviews
4.8
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Total Wills
119
50
30
20
10
0
Jul
Aug
Sept
Oct
Nov
Dec
Invited Clients
412
Clients Accepted
59%
Complete Estate Plans
119
Client Progression
49%
As seen on
A modern estate planning solution for Aussie Advisers
A comprehensive solution for advisers, a seamless experience for clients.
1
Strengthen client relationships and win new business by incorporating estate planning into your holistic advice offering
2
Gain visibility into your clients’ beneficiaries and executors, helping you understand wealth transitions and retain assets under management
3
Tick the compliance box around estate planning, while delivering an A+ solution for clients without giving legal advice yourself
It starts with an estate planning health check
- Identify clients' estate planning needs through our digital assessment tool
- Fill gaps in existing estate plans
- Generate reporting for advisers and clients
- Advise on next steps
Estate Plan Health Score
How will writing works for your clients
01
Co-branded online platform – users fill out their details, generate a will & get advice
02
They submit it, our affiliate law firm Safewill Legal will check everything is ok
03
Ongoing Planning Support - continuous updates as circumstances change
Flexible packages to suit your clients
Advisor Paid
Pay a fee per seat to offer complimentary estate planning without client costs.
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Client Paid
Provide unique discounts on estate planning using a custom referral link.
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