With the launch of Estate Plan Only Users, you gain full visibility into everyone who completes a will or trust through your unique FreeWill link and agrees to share their information — whether they include a planned gift to you or not.
This means you'll have new opportunities to build relationships and offer tailored follow-up to those who use your FreeWill estate planning tool but do not establish a planned gift to your organization (yet).
Complete the form to the right (below mobile) to access the resources and get started with your Estate Plan Only User data!
A short video explainer is available here.
