All registered Canadian charities are searchable to users creating Wills on Willfora.com, and charities can benefit from the service by offering it as one of many options for donors to create or update their Wills.
We suggest listing it as just one of many options that donors have for creating or updating Wills, where they can then self-select the option that works best for their estate planning needs. This also helps fight the inertia around creating Wills, as a free option to get started makes the barriers to entry simpler than donors may have perceived. Even if donors do choose to go through an online option and still want to seek out legal advice from a lawyer, they at least will have a better understanding of their estate needs, and their gift intentions to the charity should be more solidified.
As long as you trust the source to provide a good experience for donors, the more resources provided that help donors take action, the more legacy giving potential a charity can have.
While the charities we work with can take advantage of customized experiences and real-time gift insights, we believe that all Canadian charities regardless of their size should be able to benefit from the platform. Since the service is completely free, we recommend that charities consider including Willfora.com alongside other planned giving resources, such as sample bequest language, to potentially save donors thousands of dollars in the process.
Here’s just a sample of the language you can use when communicating the service to donors:
"Willfora is Canada's first completely FREE service to allow anyone to create or update their Will in a secure and simple online format. As a free alternative to hiring a lawyer, Willfora was created in an effort to prompt Canadians to consider leaving a charitable gift to a cause that’s important to them, while potentially saving thousands of dollars in the process. If you are considering leaving a gift to [CHARITY NAME], you can search for us in the ‘Leave a Legacy’ section of your Will. While leaving a gift is not mandatory, we hope our supporters will see this as an opportunity to satisfy their estate planning objectives while considering support for causes important to them”.
In case donors have questions about creating their Wills for free, here are some frequently asked questions about the service:
Is my Will truly free?
Yes. This service is for people with a simple family and financial situation.
In some cases, often due to complexity of the estate, an online Will may not be the best fit. A couple of these examples are blended families or families with disabled dependents, due to the more customized requirements of these types of estates.
If you need legal advice or complex legal drafting, our recommendation is to always contact a licensed lawyer.
How does it work?
Simply click Start my Will above and follow the step-by-step guide to generate a personalized Will. You’ll first start by answering a series of onboarding questions so the app can customize itself to your needs, and then create your Last Will & Testament based on your unique requirements.
Your progress is always saved so you can come back and edit your documents, also free of charge.
How will any gifts I leave to the charity be used?
If you decide to leave a gift to a charity in your Will, when your future donation is received, the charity will use it towards the needs at that time to make the biggest impact on your behalf.
What if I change my mind on decisions I made in my Will?
Not a problem! Your Will is yours to update and modify. Depending on how you create your Will through Willfora, you can simply update your Will online or take your Will to a lawyer to be modified.
Just remember to always follow the instructions page of your Will for proper signing and storage after each revision.
Willfora is Canada’s only Will-writing platform purpose-built for legacy giving and a technology start-up supported by the Legal Innovation Zone at Ryerson University.