The invite you send to a Client will connect their account to your account so you can monitor their progress. You can copy the link and paste it in an email to send to multiple clients.
You will see a list of the clients you have invited and be able to monitor their progress from your Advisor Portal. We’ve made it easy to see which documents they have finished and which ones they haven’t.
Once the client has completed their plan they can choose to share their completed documents with you so you have copies.
*There is zero cost to use the Willio Advisor Portal.
Willio allows clients to build a complete Estate Plan. Willio includes a Will, Financial Power of Attorney, and Health Care Directives (Health Care Power of Attorney, Living Will or Advance Directive depending on the state).
Clients with minor children? Willio allows the client to create a Minor-Children Will which contains a testamentary trust for minor children which allows the client to specify certain ages when the children will receive property outright and name a trustee. The Minor Children Will also contains a Retirement Benefits Trust so clients can name their children’s trust as successors on IRAs and 401Ks instead of naming the minor child directly.
Sometimes clients need a gentle nudge to finish their estate plan. Send friendly reminders when clients need an extra push. They will thank you for helping them get something in place.
Once the client has completed their plan they can choose to share their completed documents with you so you have copies.
For solo Estate Plan
For couples
Your cost to use the advisor portal: $0
Tyler McLeod is an estate planning attorney with an LL.M. in taxation. He also happens to be our CEO and Co-founder. If you would like to discuss the advisor portal, or anything else, with Tyler please feel free to email him at [email protected].
Advisors can be a:
Financial Advisor, Accountant, Mortgage Broker, Insurance Advisor, or Other Industry Professionals
Disclaimer: Communications between you and Willio are protected by our Privacy Policy but not by the attorney-client privilege or as work product. Willio provides self-help services at your specific direction. We are not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies. Your access to the website is subject to our Terms of Use.