LivingWill
An adult man at a wooden home-office desk with an open laptop and soft morning light, expression thoughtful and finding clarity.

Partners

Estate planning your clients will actually finish.

Most advisors recommend estate planning at the first review and never bring it up again. LivingWill turns the recommendation into a workflow your clients complete.

Join the advisor waitlist

For RIAs and independent advisors

  1. A co-branded onboarding link for your clients.

  2. An advisor dashboard that tracks plan completion at the household level.

  3. A monthly summary of which households have a living will, a will, and a funded trust.

  4. Compliance-ready disclosures: LivingWill is not a law firm; recommendations are independent of investment advice.

Pricing for advisors

$99 per advisor seat per month, billed annually. Includes unlimited client invitations and the advisor dashboard.

Join the waitlist

B2B2C onboarding ramps after direct-consumer launch is stable. We are seating advisors in cohorts.