Overview
What is Willio?
Willio is an online will generator designed to simplify the process of estate planning. It is specifically designed for individuals who want to create a will and complete their estate plan. According to the vendor, professionals and individuals from various industries can benefit from Willio's user-...
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Product Details
- About
- Tech Details
What is Willio?
Willio is an online will generator designed to simplify the process of estate planning. It is specifically designed for individuals who want to create a will and complete their estate plan. According to the vendor, professionals and individuals from various industries can benefit from Willio's user-friendly platform and comprehensive document creation features.
Key Features
Build your complete Estate Plan: Willio enables users to create their complete estate plan, including essential documents such as a Last Will & Testament, Power of Attorney, and Living Will.
Peace of Mind is Priceless: Willio emphasizes the importance of creating a will to ensure assets are distributed according to one's wishes and to avoid the uncertainty of laws governing asset distribution in the absence of a will.
One Simple Price - All of Your Documents: Willio offers a transparent pricing model, with a single price of $149 for individuals and $225 for couples. This pricing includes all the necessary documents to protect one's family, including a Trust for minor children at no additional cost.
Ethical Security by Design: Willio prioritizes the security and privacy of user information by encrypting and protecting personal data. The platform utilizes AES 256-bit encryption and PBKDF2 to secure user data.
Willio for Advisors: Willio provides an Advisor Portal that empowers advisors to efficiently assist their clients in creating their estate plans. Advisors can send referral links to clients, track their progress, and send reminders to complete their plans.
Stay Connected with Custom Reminders: Willio enables advisors to send friendly reminders to clients, ensuring they complete their estate plans. Advisors can easily monitor client progress from the Advisor Portal.
Willio Referrals: Advisors who sign up for an advisor account become part of Willio's Referral Network. Willio connects customers seeking financial advisors, accountants, or insurance products with advisors in their local area.
Willio Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Web-Based |