Logo: Estately, a FreeWill Product

Help clients create estate plans and grow your business.

40% of Financial Advisors now utilize estate planning software in their firms. With Estately, you can help clients access affordable estate planning, while tracking their progress, and uncovering new referrals.

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High Quality Estate Plan Documents, Fast

Estately empowers your clients to quickly create robust, legally-valid, and state-specific estate planning documents which have been crafted and reviewed by leading estate planning attorneys in the US.

Want to learn more? Schedule a demo today.

Boost Your Brand Value

Stand out from other advisors with a branded experience designed to help you get the credit you deserve for solving this critical client need.

Want to learn more? Schedule a demo today.

Track Client Progress

Gain new oversight into the status of documents and be there to help clients get to the finish line.

  • Track which stage clients are at in the process
  • Weekly or monthly updates
  • We provide marketing material to help your outreach

Want to learn more? Schedule a demo today.

Spark New Client Referrals

Clients are 3X more likely to provide a referral after creating an estate plan.

  • Surface leads via beneficiaries, guardians, and executors
  • Estate plans contain an average of three new prospects
  • Work across generations to prevent asset attrition

Want to learn more? Schedule a demo today.

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Estately has provided us, as Financial Planners, with an efficient resource to send to our clients so they can confidently and efficiently complete simple estate planning documents. We also appreciate their emphasis on charitable giving, as we find that a component of every healthy financial plan includes a charitable component.
Ryan Benson · Financial Advisor, Independent Financial Planning, VA 
Estately was built by the team that created FreeWill.com, the largest and most trusted estate planning platform in the US. Estately combines that industry-leading technology with features for more sophisticated clients and their Advisors.
Jenny Xia Spradling · CEO, Estately & FreeWill.com