Features
Willfully will be your trusted companion for revolutionizing the estate planning journey.
Willfully is a state-of-the-art platform designed for estate planning attorneys and their clients. Our platform simplifies the estate planning process, enhances communication, and provides secure document management. Here's why you should choose Willfully:
Streamlined Estate Planning Process:
Our client application streamlines the estate planning process, making it easier for attorneys and clients to collaborate. From initial consultations to document sharing and revisions, our platform ensures a smooth and efficient workflow.
Secure Document Management
We prioritize the security and confidentiality of sensitive information with robust encryption and secure storage.
Enhanced Communication:
Our client application provides a centralized platform for easy communication, reducing the need for endless emails and phone calls.
Document Collaboration
Attorneys and clients can seamlessly collaborate on document creation and revisions in real-time.
Messages to Loved Ones:
Clients can write heartfelt letters to their loved ones, securely stored within the platform, adding a personal touch to the estate planning process.
Document Organization and Access
Attorneys can securely store and manage client files, while clients can conveniently access their estate plans and related documents.
Video Messages:
Attorneys can record and share video messages with clients, enhancing communication and personalization.
Customizable Client Experience:
Our platform is customizable to fit your branding and preferences, creating a personalized and professional client experience.