Willful

We’re thrilled to be a part of Wealthsimple's client rewards program for eligible Premium and Generation clients. Together, we’re making it easier for Canadians to take control of their financial future.

👶💼 Planning for parental leave as an entrepreneur?

Our co-founder and CEO, Erin Bury, shares her personal journey plus valuable tips for financial preparedness as a parent and entrepreneur in this new Today's Parent article!

Read more here: https://www.todaysparent.com/family/parenting/preparing-for-financial-leave-as-an-entrepreneur/

A Guide to Preparing for Parental Leave as an Entrepreneur - Today's Parent Everything entrepreneurial parents-to-be should know before taking a break from business.

We're always surprised by how many parents don't have wills, life insurance, and RESPs (the last of which is free government money!).

But in this economic climate, these things don't always take precedence over diapers and formula.

In this Today's Parent article, our CEO Erin Bury outlines the major financial to-dos for new parents, and why it's not as expensive (or as time-consuming) as parents may think:

Read it here:

4 Financial Must-Dos When Preparing For Baby - Today's Parent Taking the time to do a few critical financial to-dos after the baby arrives can set you - and your child - up for success in the future.

We polled thousands of Canadians and found that 58% of them don't know how or when is paid when someone passes away.

With the new capital gains tax laws now in effect in Canada, it's important we all better understand how these taxes can affect our , especially for assets like 🏡.

Learn more (and use our handy calculator) here: https://www.willful.co/learn/capital-gains-tax

Happy from all of us on the Willful team! 🥳🇨🇦

Here's hoping you and your loved ones enjoy some good weather, big smiles, and beautiful fireworks today 💙

If you had to pick only one, which would you give your entire estate to?
🥰 Your partner?
🤠 Or your sibling?

Vote in the comments!

Not all provinces allow common law partners to be automatically entitled to inherit the estates of their partners. That's why it's important to consider your partner in your will.

Learn more at https://www.willful.co/learn/common-law-canada

As parents, we spend so much energy ensuring our children are happy and healthy now. But what about their future?

Learn why end-of-life planning is important and how to start meaningful conversations about it with your co-parent in Willful CEO Erin Bury's article in Today's Parent!

📖 Read it here:

Discuss End-of-Life Wishes with Your Co-Parent - Today's Parent How to broach the topic of end-of-life planning to ensure you have the appropriate plans in place for your children.

Comment 💙 for Reynolds or 🩷 for Gosling!

140,000+ Canadians have chosen pet guardians with Willful.

Name a guardian for your pet today at https://app.willful.co/sign-up
🐕🐈🦜🐇🦔🐟🐢

If you have an estate in Saskatchewan and think probate may be required, here’s a handy calculator to estimate your probate fees!

Find it on our Learn Centre at https://www.willful.co/learn/probate-fees-saskatchewan

Check out this great listen on Scotiabank's Perspectives podcast!

In this episode, our co-founder and CEO Erin Bury gives a Wills 101 lesson, including everything from what a will is to when you should get one, and much more.

🎧 Available wherever you get your

Find it here: https://www.scotiabank.com/ca/en/about/perspectives.podcasts.perspectives.2024-04-wills-101-willful-estate-planning.html?cid=WF_FY24_apr_03_willful

To help make estate planning more accessible, Willful is proud to announce a partnership with Scotiabank, one of Canada’s largest banks and institutions committed to helping clients successfully plan for every stage of life.

Learn more at https://www.willful.co/blog/scotiabank-partnership

Communication is key to every healthy relationship, but how are Canadian couples tackling tough topics like love, death, and money?

Our survey results are in, and they might just surprise you!

👀 👉 Read the report now: https://www.willful.co/blog/canadian-couples-survey

Love, death, and money: how couples tackle taboo topics in Canada After a survey of 1,533 Canadians, Willful explores how couples in Canada are handling topics such as love, death, and money.

Today is the day! ✨

A friendly reminder that our engaging webinar featuring Erin Bury x Willful is just around the corner! Join us at 7 pm EST for a step-by-step guide to writing your Will.

Lucky for you, there are still a few spots available for registration. Grab your spot here: zoom.us/webinar/register/WN_gt4UDqnlSeSQdRXtE6-0rQ #/registration

We can't wait to see you there! 👋

Dive deeper into securing your future!

Join us this Thursday at 7pm EST for an insightful webinar with Erin Bury, Save the Children Board Member, and Co-founder/CEO of Willful. Learn the art of crafting your will and embrace the peace of mind it brings.

Don't wait – register now: https://zoom.us/webinar/register/WN_gt4UDqnlSeSQdRXtE6-0rQ #/registration

In the ever-evolving financial advice landscape, technology continues to reshape the way individual advisors and firms manage their practices. While you probably shouldn’t rely on ChatGPT in all facets of your day-to-day operations, it's important to assess how this new technology can take your practice to new heights. Erin Bury, CEO of Willful, shares two cases to consider as you evaluate how to - and whether to - incorporate ChatGPT into your 2024 toolkit. https://bit.ly/42fTF8n

🎉 It’s official! Willful is now available in Prince Edward Island, Newfoundland and Labrador! 🎉

66% of Atlantic Canada residents don’t have a will. Let's change that!

Residents of PEI and NL (and every other province in Canada 🇨🇦) can now:
✅ Create a legally valid will, with detailed signing instructions
✅ Digitally notify contacts named in their will
✅ Register their will on the Canada Will Registry ($40 value)
✅ Enjoy a 90-day trial of Willful Membership

Sign up and start your will for free today, or share to let your loved ones know! 💙
https://app.willful.co/sign-up

How would you measure your legacy? 🤔

In a recent Canadian study by Arbor Memorial Inc., more than half of all participants said that family and friends were the most important part of a legacy 💙. Do you agree?

Find out how pre-planning and legacy go hand in hand in our new blog post!

https://www.willful.co/blog/preplanning-and-your-legacy

How pre-planning and your legacy go hand in hand Learn what pre-planning is and why it is important for both your loved ones and your legacy.

Want an easy, step-by-step guide for writing your will?

Come join us on Jan 25th at 7:00 pm for a Save the Children Canada webinar with Erin Bury, Save the Children Board Member and Co-founder and CEO of Willful.co!

Register here: https://zoom.us/webinar/register/WN_gt4UDqnlSeSQdRXtE6-0rQ #/registration

Happy New Year, planner! 🎉

Here's a toast to you and 2023. Thank you for supporting us in another year of helping Canadians make their wills and estate plans! 💙

#2024 #2023

Finish 2023 knowing you’ve got a plan in place 💙
Get 20% off all Willful plans using code HOLIDAY20

⏳ Offer ends January 3rd

Happy holidays and warm wishes from our family to yours! ☃️❄️

This , consider giving a legacy gift 💝

A legacy gift is a gift to a charity or non-profit organization in your will.

It can be:
⛰️ property
💵 cash
% of your estate

Legacy gifts play a key role in supporting charitable organizations!

To learn more, visit: https://www.willful.co/learn/all-about-legacy-gifts