Planning your will online

Online Will Planning: the Good, the Bad, and the Ugly

Over the past few years, there has been a proliferation of online will planners, spurred on in large part by the number of people who adopted a no-contact, DIY approach to everything they could during COVID.

While many fundraisers are embracing the wave, some despise it. And some lawyers, of course, claim it’s an ill-advised concept. There are even a few foundations that believe online will planning works against the interests of advisors and ruins relationships, while others do not see it making a difference either way.

One thing is certain: Whether you love it or hate it, online will planning is here to stay. Every day, more and more Americans are choosing to create their wills using guided programs that help them create simple, legal wills online — many of them for free.

Which is why you need to attend our newest webinar, Online Will Planning: the Good, the Bad, and the Ugly.

Are online will planners a good idea, or a bad one? Who comes first — donors, advisors, or the nonprofit? Are there any security issues? Which platforms are succeeding, and which are not?

You’ll leave this information-packed presentation armed with all the facts and plenty of strong opinions, both of which will help you make the right decision for your organization.

Join industry leaders Jonathan Gudema, JD, Jane Doe, Esq., and Viken Mikaelian, CEO of PlannedGiving.com for this timely webinar.

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