Guided online
Essentials Will
A straightforward Will completed through Safewill’s guided digital experience, with a standard legal review before finalisation.
Deliver estate planning, in-house
Seamlessly integrate estate planning into your advisory practice while ensuring compliance with one click referrals.
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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 advice
2
See your client’s complete estate plan and easily track their progress from recommendation to completion
3
Own the client transaction and unlock new revenue with Safewill’s wholesale estate planning products
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Estate planning options for every client
From straightforward online Wills to tailored legal drafting, Safewill helps connect each client with the right level of support.
Tailored legal drafting
Customised Will
A lawyer-advised Will with tailored drafting for clients whose circumstances aren’t suited to the standard digital pathway.
Protection and flexibility
Testamentary Trust Will
A trust-based estate plan advised and drafted by Safewill Legal for inheritances requiring greater protection, control or flexibility.
Power of Attorney documents are also available alongside any Will option.
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
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They submit it, our affiliate law firm Safewill Legal will check everything is ok
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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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