Trusted by
The largest transfer of wealth in history is happening.
Yet 80% of beneficiaries choose a new adviser
From wealth to wishes, BillWill helps you strengthen relationships and build trust that endures across generations
Add value to your advice
Traditional wills and power of attorney documents are important, but they don’t reflect your clients’ digital, fast-changing lives. With BillWill you are at the heart of the legacy plan.
You can now offer a Letter of Wishes that adds value to your advice and complements the will by covering:
Financial: Keeps a secure, up-to-date record of assets and liabilities, seamlessly connecting with bank accounts using Open Banking.
Practical: Organises bills, subscriptions, passwords, and other vital admin details for easy access and handover.
Personal: Stores sentimental items, care wishes, final messages, and important family guidance in one safe place
.
Why You Should Offer This Service
How is BillWill Letter of Wishes Different?
Modular and Manageable
- Step by Step: Simple modules allow clients build their Letter of Wishes at their own pace
- Relevant at every life stage, From raising children to super nominations, it adapts to evolving client needs
Dynamic and engaging
- Simple to Update: Clients can easily adjust areas that have changed. And with Open Banking, balances and bills update automatically.
- Tangible value: Download or print the latest version at any time.
Building Connections That Matter
With your Clients
Enrich annual conversations with tools that simplify estate planning.
Track dynamic changes in assets and goals for more personalised, future-ready advice.
Demonstrate your commitment to their long-term financial and personal wellbeing.
With your Partners
Collaborate seamlessly with estate lawyers. BillWill’s non-binding Letter of Wishes fits perfectly alongside their legal documents.
Foster joint opportunities and tackle complex planning scenarios together.
Position yourself as a key part of your clients’ legacy planning ecosystem
With the Next Generation
Provide clarity and support to beneficiaries when it matters most.
Simplify estate management, easing the burden on families.
Build trust and create lasting relationships with future clients
Under Pressure : How can you guide your clients to make better decisions when they’re facing grief or stress
BillWill offers Behavioural Science based training for your team. Delivered as a one hour webinar or lunch and learn, it is designed to help you leverage behavioural science in your practice. We’ll explore the biases and challenges people face when making decisions under pressure, and how to apply these insights to be a better support to your clients coping with loss.
Apply for your own branded adviser portal
Create a secure portal where you and your team can invite clients, track progress, and access the information families will need when it matters most. Portals are protected with two-factor authentication (2FA) for secure adviser access.