Learn how Estately enables you to help any client create an estate plan easily and cost-effectively.
Estately was created specifically for financial advisors by FreeWill, the most popular online estate planning tool in the United States.
FreeWill was created in 2017, when two students at Stanford’s Graduate School of Business had an epiphany: two-thirds of Americans didn’t have an estate plan due to perceived cost and complexity, but gifts from estate plans accounted for the biggest gifts charities ever received.
Could getting nonprofits involved and invested in growing access to estate planning be the secret sauce for removing the cost barrier, prompting more Americans to do their wills?
FreeWill created a comprehensive, BBB-accredited online estate planning tool designed to meet the needs of most Americans in all 50 states. Thanks to FreeWill’s partnerships with more than 1,500 nonprofits to help them fundraise in a variety of ways, the cost of using FreeWill’s platform is entirely free to consumers.
Almost a decade and more than one million estate plans later, the answer is a resounding yes.
As FreeWill grew in popularity and offerings, co-founder Jenny Xia Spradling met with a former colleague who consulted for many of the largest financial advisory firms in the U.S., and posed the question: “What does estate planning look like for the typical financial advisor client?”
With one little question, the floodgates opened:
FreeWill had already transformed how consumers directly interact with estate planning, but with this conversation over breakfast, Jenny realized access to law wasn’t just an issue for the average American, it was a persistent headache for advisors serving mass affluent and high-net-worth clients, too.
Jenny knew that advisors and the clients they serve would need a different product. Who better to solve the problem than the team already responsible for democratizing estate planning at the ground level?
The FreeWill team went to work, and Estately was born.
“Estately helps advisors and their practices deliver exactly what clients and their heirs are looking for.”
Estately leverages the scale and learnings FreeWill has developed from assisting more Americans than any other platform with their estate plans, allowing it to offer advisors of all sizes a differentiated, best-in-class product.
Using Estately, users have access to legally valid documents across all 50 states and Washington, D.C.
Estately’s team consists of seasoned professionals within the estate planning and financial planning spaces, including co-founder David Tanti along with a battle-tested R&D team that spends each day laser-focused on improving the ability for financial advisors to easily incorporate estate planning into their offerings.
Book a demo today to learn more about how Estately can make in-house estate planning easy and cost-effective.
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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