---
title: FreeWill Beneficiary Tool Demo for Partners
description: This recorded demo introduces you to the beneficiary designation tool, and how it helps your supporters create a thoughtful plan for non-probate assets.
image: https://lp.freewill.com/hubfs/beth-macdonald-V2edkaIdMP4-unsplash.jpg
---

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# Partner training recording

---

## Beneficiary Designations Product Demo

 

Did you know that having a valid will in place is not enough? Some assets are passed outside of a will, through a beneficiary designation form. These include "non-probate" assets like retirement accounts, life insurance policies, brokerage accounts, and more. 

 

This recorded demo walks you through the beneficiary designation product's user flow, to demonstrate how it helps your supporters thoughtfully consider their legacy plan for non-probate assets. As you'll see, the product encourages them to consider your organization as a beneficiary for these assets, which can be considerable!

 

Questions? Please reach out to your FreeWill strategist.

 

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Copyright © 2026 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill’s services is subject to the [Terms of Service](https://www.freewill.com/terms) & [Privacy Notice](https://www.freewill.com/privacy).

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