For financial advisers
You won the client. Now help them get Willed.
A signed Will is the quiet finishing touch on good financial advice. We make that step easy for your clients, and easy for you to offer as part of the work you already do.
Why advisers partner with Willed
An estate plan, written into the relationship you already have.
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The finishing touch on your advice
A good financial plan becomes a lasting one when a Will is signed. Willed handles that last step.
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Online Wills, written in 20 minutes
Clients write, sign and store a legally binding Will from their kitchen table, in the time it takes to drink a coffee.
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Backed by Australian lawyers
Every Will is built on documents our in-house legal team prepared. Pricing is fixed and agreed upfront.
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Built alongside partners
We already work with planners, brokers, accountants and super funds. The names are below.
The ribbon on the work
Good advice deserves an ending.
Your advice is what gets the numbers right. A Will is what makes sure the numbers stay right after a client is gone.
You and your clients already know this. Without a Will, even meticulous financial planning can unravel into delay, dispute and distress for the people they meant to provide for.
Willed gives you a clean way to close that gap without stepping outside your scope of advice. Clients see the care behind the gesture; you see the work through to the end.
On the My Risk Adviser podcast
Aaron Zelman, on what advisers miss.
Willed’s co-founder sits down with Phil Thompson to talk about how estate planning sits inside an advice practice, and what good partnership looks like.
A partner’s story
How a mortgage broker added the finishing touch.
I love to give clients a little bit of wow factor. My clients need to write Wills but struggle to get it done affordably and conveniently. Willed has been a fantastic value-add for my clients and my business.
In good company
Working with these financial service providers.
Talk to us
Looking for a closer look?
Leave your details and we’ll be in touch with pricing, partner pathways and a tour of the product on your terms.