Willio® is designed by lawyers and software engineers to allow you to create, edit and store your will and other estate planning documents.
Willio® is designed by lawyers and software engineers to allow you to create, edit and store your will and other estate planning documents.
Build your complete Estate Plan. Have children? We have you covered. Your Willio account includes the option for a Minor-Children Will.
Specify who you want to receive your property, name someone to carry out your wishes, and appoint a guardian and a trustee for any minor children.
Name a person to make financial decisions for you when you are unable to make them for yourself.
Also known as a Healthcare Directive, this document clearly states your health care wishes and allows you to name a person to make health care decisions when you are unable to make them yourself.
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If you pass away without a will there are laws that dictate how your assets are distributed regardless of what you would have wanted to happen. We’re living in uncertain and unprecedented times – why leave your assets up to chance?
It’s a great idea to create a Will any time, but especially after a major life event:
Watch this video if you’re not sure what an Estate Plan is or if you even need one.
Willio may not be right for you if any of the following apply:
If you have a child with special needs who receives government benefits and who will be a beneficiary under your will, you should consider speaking with an experienced attorney. It may be necessary to create a special needs trust or take other action to make sure your child, or any other beneficiary with special needs, does not lose their benefits.
It is difficult to determine whether estate tax planning is needed without a lawyer evaluating your situation. However, in general, if your net worth is $10 million or more, or if you may receive an inheritance or appreciation in your assets that increases your net worth to that amount, you should seek the advice of an estate planning attorney who has a Masters in Law (LL.M.) in taxation.
If you have ever been diagnosed with dementia, Alzheimer’s, memory loss, or severe brain damage we suggest that you seek the advice of an attorney. A diagnosis of cognitive impairment does not mean that you cannot create a will or other estate planning document, but having an attorney prepare the documents for you will increase the likelihood that your wishes are carried out and that your will is not challenged.
If you have reason to believe that someone may contest your will upon your death, we suggest that you seek the advice of an attorney.
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