Digital Estate planning made smarter, faster, and easier

Help your clients manage their Estate in a guided, secure, and accessible digital environment. Collaborate to protect their legacy and loved ones.

Free for legal and financial professionals.

Business

Whether you are a lawyer, notary public, accountant, financial planner or wealth manager, collaborate with your clients by using ReadyWhen to proactively plan their Estate. Create stronger and deeper relationships to drive your business forward.

By signing up, you can easily join your client’s Teams without any further setup. Plus you can create your own ReadyWhen account to get familiar with the product and try it for yourself.

“Makes me feel comfortable that my spouse has access to the information that will be needed.”

35 yr. old, Notary Public

“I really liked the tool tips because most of the general public might not be familiar with the terms”.

~ 43 yr. old, Notary Public

“Fills an immediate need for digital information storage in the area of estate planning”

~ 47 yr. old, Notary Public

“When you have taken the sometimes difficult step of preparing documents that will assist in your future planning, it’s comforting to know that those invaluable documents will be easily available when needed.”

~ 51 yr. old, Notary Public

How are we helping your business?

Data Driven

Track and identify what information your clients have entered so you can proactively help them complete the next step in their Estate plan.

Data Driven
Accessibility
Accessibility

With our Teams feature, access all of your clients’ information in one easy and secure digital location.
*As long as they have assigned you to their team.

Retention + Differentiation

Separate yourself from your competitors. Show your customers that they are important to you; give them and their loved ones a solution that provides peace of mind.

Retention + Differentiation:
Accessibility
Value Add Service

ReadyWhen is the ideal complement to your business. We are not in the business of creating documents. We encourage and guide users to complete and store their Estate plan so you can further assist them in protecting their legacy and loved ones.   

How are we helping your business?

Data Driven
Data Driven

Track and identify what information your clients have entered so you can proactively help them complete the next step in their Estate plan.

Data Driven
Accessibility

With our Teams feature,access all of your clients’ information in one easy and secure digital location.

*As long as they have assigned you to their team.

Data Driven
Retention + Differentiation

Seperate yourself from your competitors. Show your customers that they are important to you; give them and their loved ones a solution that provides peace of mind.

Data Driven
Value Add Service

ReadyWhen is the ideal complement to your business. We are not in the business of creating documents. We encourage and guide users to complete and store their Estate plan so you can further assist them in protecting their legacy and loved ones.

Download this marketing brochure for your clients.

Help them better understand what ReadyWhen is and how it works.

ReadyWhen Download
Download this marketing brochure for your clients.

Help them better understand what ReadyWhen is and how it works.

ReadyWhen Download