Financial Planners & Accountants
Add value to your advice and connect with the next generation
The largest transfer of wealth in history is underway.
We help you support clients in securing their legacy while fostering connections with the next generation.
A Seamless Addition to your Financial Planning and Accounting advice
Estate planning isn’t just about wills and power of attorney documents—it’s about addressing the dynamic realities of your clients’ lives. BillWill Planner enables you to offer a personalised Letter of Wishes complements your expertise with tools that add value, simplify administration, and align with the financial and life-stage updates you already manage.
Why You Should Offer This Service
How is BillWill Planner Different?
Easy to Create
- Modular and Manageable: Clients can build their Letter of Wishes step by step.
- Relevant to Every Life Stage: From dependent children to super nominations, it adapts to evolving client needs.
East to Personalise
- Simple to Update: Clients can either manually adjust areas that have changed from year to year or securely connect bank accounts via Open Banking, ensuring that balances, billers, and assets update automatically. This keeps the Letter of Wishes current as life evolves.
- Tangible value: Download or print the latest version at any time.
Building Connections That Matter
With your Clients
- Enrich annual conversations by introducing tools that simplify estate planning and adapt to your clients’ evolving needs.
- Track dynamic changes in assets, bills, and financial goals to provide more comprehensive, personalised advice.
- Demonstrate your commitment to their long-term financial and personal well-being.
With your Partners
- Collaborate seamlessly with legal professionals using a non-binding Letter of Wishes that complements their estate planning services.
- Foster joint opportunities, such as clarifying bequests or addressing complex planning scenarios.
- Position yourself as an essential part of the broader estate planning ecosystem.
With the Next Generation
- Provide clear, accessible information to beneficiaries during critical moments, ensuring they feel supported.
- Simplify estate management, easing the burden on loved ones after a loss.
- Build trust and establish enduring relationships with the next generation of 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.