Redesigned download and account pages that help your donors take the next step.
We’ve redesigned two key pages in the estate planning experience to guide your donors as they complete, finalize, and notarize their estate plans with confidence.
What's new
The Download page now gives donors clear, step-by-step guidance for finalizing their will right after they create it. This includes:
- How to sign their will
- FreeWill’s recommendation to have it notarized
- A simple checklist they can use to mark each step
- Additional options to consider related documents (e.g. beneficiary designation forms, an advance healthcare directive, and a financial power of attorney)
The Account page is now a personalized dashboard for returning users. Donors can see their progress on each document, along with the next steps they still need to take, like notarizing their will. They’ll also see reminders to update their plan after major life events. A new “My nonprofits” section highlights and celebrates the organizations they’ve included in their plans.
These updates are focused on the donor experience. They don’t add new data or reporting to Partner Portal. Finalization is still self-reported by donors and is not verified by FreeWill.
Who this is for:
These updates are live for all donors using FreeWill’s estate planning tools, including those who come through your FreeWill pages. No setup is required.
Your next steps and resources:
- Watch the short video above for a look at the new experience.
- Encourage donors to review their estate plans every five to seven years, or after major life events like marriage, divorce, or the birth of a child. Logging back into their FreeWill account is the easiest way to get started.
Need more support?
- Read our blog post, “Does a will have to be notarized?” for more on our notarization recommendations.
- Reach out to your strategist with any questions.
