The beneficiary tool provides an important, often-overlooked estate planning resource for your community. As a seamless companion to the bequest tool, this tool can also support your organization’s mission through this powerful form of giving. It is currently free for our bequest partners.

Non-probate assets are the accounts which pass on outside of a will, and may include IRAs, 401ks, pensions, bank and brokerage accounts, or life insurance policies. It’s important for individuals to set beneficiaries (whether that be an individual or organization) for each of these assets, and this tool makes it easy to learn how!

For our bequest tool partners, your custom-branded beneficiaries page will:

The details of a donor's beneficiary gift will be available for you in the Partner Portal so that your organization can thank your generous donors and effectively plan ahead.

Nothing! Your beneficiaries site will use the welcome message, landing image, and any programs or designations currently available on your FreeWill bequest site. If you would like to make a change to these assets, contact your Strategist!

Your organization’s personal site will be live starting April 28th!

If you would like to opt-out of this feature, please reply to this email or contact your Partner Success Strategist by April 27th.