Financial Planners & Accountants
Do you want connection to the next generation? BillWill bolsters existing estate settlement processes and deepens client relationships
Trusted by
BillWill adds value to your services when clients are creating a plan or conducting a review. It saves hours of admin that may be left to you or the the grieving family of your clients.
Please get in touch to book a product demonstration or discuss your business and client needs. Partnering with BillWill provides your clients with preferred access and pricing.
Bolster your retirement planning offer with a solution that
- Removes painful admin associated with death or incapacity
- Keeps you connected to your client’s beneficiaries
- Builds trust and deepens client relationships
Both solutions reduce the cost and time associated with probate and estate administration.
BillWill Planner
Adds value to your services when clients are making or updating a will.
Reduces the admin required to create a register of assets and liabilities by connecting relevant bank accounts and billers in advance.
A clear, simple solution to ensure bills and subscriptions don’t fall through the gaps of probate and executorship.
BillWill Concierge
Provides critical support to estate administration.
Manages the closure and transfer of the deceased’s bills on your behalf.
A single streamlined process to deal with multiple billers.
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.
