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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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.
Stand out from other advisors with a branded experience designed to help you get the credit you deserve for solving this critical client need.
Gain new oversight into the status of documents and be there to help clients get to the finish line.
Clients are 3X more likely to provide a referral after creating an estate plan.
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.
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.
Estately by FreeWill is a brand name of FreeWill Co. Copyright © 2024 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill’s services is subject to the Terms of Service & Privacy Notice
