Online estate planning platform provides education and solutions for plan members
Benefits Alliance has selected Willful as its preferred solutions provider with the goal of providing member firms access to an online estate planning platform that is affordable, convenient, and easy to use.
“Benefits Alliance is passionate about helping Canadians achieve increased financial wellness. There are so many Canadians that do not have a will in place at the time of passing and I am sure we can all tell stories of the unintended difficulties and hardships that this causes families,” says Carolyne Eagan, president of Benefits Alliance. “Plan members appreciate when plan sponsors can provide education and solutions that make it easier for them to protect themselves and their families.
“Having this option included in a group plan will help drive awareness and result in more Canadians having something in place that may bring peace of mind and a smooth experience for families during one of the hardest times of their life, following the passing of a loved one. We look forward to working with Willful to share this option with our plan sponsors and their plan members.”
Both Benefits Alliance and Willful are committed to furthering Canadians' financial wellness and, through this partnership, can provide the education and tools needed to provide peace of mind for employees and their families.
“My husband and I founded Willful after we lost a loved one and saw how difficult it is to wrap up someone's life when they haven't put proper end-of-life plans in place. Our mission at Willful is to make it affordable, easy, and convenient to get a will and other estate planning documents in place, all from the comfort of home," says Erin Bury, co-founder and CEO, Willful. "We're thrilled to partner with Benefits Alliance to empower teams across the country to check 'get a will' off their to-do list in 2023.”