The platform helps users name important roles in their will, such as executors, beneficiaries, and guardians, by guiding them through a series of questions about their personal situation. It then offers a selection of customized PDF documents that can be used in accordance with provincial regulations.
Willful, which is accessible in eight provinces, provides the only fully digital notarial will in Quebec and, thanks to a collaboration with Docusign, also provides digital will execution in BC. The platform also enables Canadians to create a list of assets for their executor and to record their wishes for a funeral and burial.
PEAK Financial Group has dedicated itself for 30 years to improving people’s quality of life through more unbiased and independent monetary management. Estate planning is a frequent topic of conversation with clients for PEAK advisors, who provide financial advice to more than 150,000 investors across Canada.
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“PEAK advisors pride themselves on providing unbiased financial advice to clients across Canada, and our goal is to empower them with the best solutions to make a real difference in their clients’ lives,” said Robert Frances, president and CEO of PEAK Financial Group.
