This year’s FAAA Congress was a milestone for BillWill. With advisers from across the country gathering to explore the future of advice, one theme kept coming up again and again — clients want clarity, calm and practical support during life’s most stressful moments. And that’s exactly where BillWill fits in.
Colin Jowell, our founder, presented to a packed room on the hidden mental load carried by families, and how better planning can dramatically reduce stress, improve decision-making and strengthen adviser–client relationships.
Throughout the conference we showcased how the BillWill Letter of Wishes and our integrated Concierge service help advisers deliver a more complete estate-planning experience. From capturing vital information to supporting executors when a client dies, advisers told us they’re hungry for tools that create peace of mind and deepen trust.
We left Congress energised, with strong interest from financial planners. With adviser portal now only live, it’s an exciting time to be building the next chapter of life and legacy planning.
If you’d like to see how BillWill can support your clients and practice, we’d love to show you what’s coming next.
