The Estate Planning Partner
for Australian Accounting Firms.
The estate planning solution for modern accounting firms. Offer your clients a professionally reviewed, legally binding Will without the administrative burden or legal liability.
More than just a referral
We help you solve the "Intestacy Gap" in your client base while adding tangible value to your service offering.
Risk Mitigation
Ensure your clients' assets are distributed exactly as you planned in your tax structures, protecting their wealth from intestacy laws.
Client Retention
Deepen your relationship by solving a critical life admin task. Be the advisor who finally got their estate planning sorted.
Zero Admin
We handle the legal verification, customer support, and document generation. You simply provide the introduction.
Expertly Crafted
Willfully was built to bring professional legal standards to a simple, digital experience.
Jonathan Gardner
Co-Founder & Legal Architect
Admitted to the Supreme Court of NSW as a solicitor in 2016, Jonathan designed the logic and legal frameworks behind Willfully. His mission was to ensure that every document generated meets the highest Australian standards without the traditional lawyer price tag.
Willfully Legal Pty Ltd
A registered Australian legal entity (ABN 94 575 451 398) dedicated to accessible estate planning.
"We built Willfully because we believe every Australian family deserves the protection of a legally binding Will, regardless of their budget."
Wholesale pricing, your way.
We provide our partners with exclusive access to wholesale rates. How you structure that benefit is entirely up to you.
The "Client Gift"
Pass the full savings on to your client.
- Client pays $0 upfront (firm billed monthly) OR client pays discounted rate.
- Perfect for value-adding to annual tax return packages.
- Massive discount off public pricing.
The "Revenue Share"
Earn a commission on every completed Will.
- Receive a % commission for every referred client.
- Client still receives a smaller discount (10-20% off).
- Payouts processed monthly automatically.
Unsure which model fits?
You can switch between models or mix-and-match per client.
A partnership that runs on autopilot
We know you don't need another complex software portal to manage. Our partnership workflow is designed to be as simple as an introduction.
Refer
Send your unique referral link to clients or introduce us via email.
We Execute
Our platform and legal team handle the drafting, verification, and support.
Completed
You receive a notification when the Will is signed and legally binding.