You’ve been entrusted with an important role

Willfully is a breakthrough platform for estate planning clients, which allows them to compile all of the information necessary for settling their estate when the time comes. We call this bank of information the "estate capsule”. If you’ve arrived at this page, you’ve been invited to act as an executive contact.

All that is required is to accept this invitation. In the event you will need to be sent the estate capsule, the client’s primary professional will transfer it to you. It will include a thorough list of items, contacts, locations, and additional estate information. Our goal is to include every single item that you may need to address to properly settle the estate. You can learn more here, and we are here for your questions. Feel free to reach out to us at support@willfully.com.