Onboarding guide for new partners

Welcome to FreeWill! We’re so excited to have you on board.

 

Your Partner Success team has prepared a dynamic and engaging onboarding program that will guide you through the steps to launch your FreeWill products. Our most successful partners launch our partnership within 60 days.

 

Use the form to the right (below on mobile) to download our Onboarding Guide. You will want to refer to this document frequently over the next 8 weeks as your check off weekly action items. Note that you can find an interactive checklist in your Partner Portal to track your progress.

 

Have questions? Don't hesitate to contact to your FreeWill strategist!

Download the guide

Looking for more partner resources?

Head back to the Partner Resource Hub to find more resources on outreach, messaging, and industry research.

 

Back to the Partner Resource Hub

Copyright © 2024 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 & Privacy Notice.

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