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WDI Estate Planning Products & Services

1. Will Registry
2. How to draft a Will
3. How to draft a Living Will
4. Notification Services after Death
5. Digital Document Vault

Why choose WDI for Estate Planning


1 - Will Registry
*Product Feature for Lawyers, Financial Advisors and Brokers

  1. Ensure Your Clients' Wills Are Always Found.
  2. The Will Registry securely records the location of your clients' wills and provides access information for authorized individuals when needed.
  3. No more lost documents or confusion in critical moments.
Key Features:
  • Securely store and update will location details.
  • Easy retrieval process for authorized parties.
  • Notifications to ensure beneficiaries and legal executors can locate the will promptly.
    • Advantages:
  • For Professionals: Simplifies record-keeping and eliminates the risk of losing crucial documents.
  • For Clients: Provides peace of mind knowing their will can be accessed when it matters most.
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You can click on button to register on the Will Registry.
The process to register your Will on the National Registry is as follows:
  1. Complete the registration.
  2. Complete your personal and address information.
  3. Upload an image if you want to add a specific image for your profile.
  4.   Account details is for payment of the premium services and not needed if you only want to complete the Will Registry.
  5. Select Will Registry on the side menu
  6.  Complete location of your Will and date you signed the Will.
  7. Select executor and complete details for notification.
  8. If you have a Financial Advisor or Broker you can add them for yearly renewals and updates to your Will.
The process to register your Living Will on the National Registry.
  1.  Select Living Will Registry.
  2.  Complete all information for the system to send an email to the person that needs to find your Living Will when needed.
  3. Select Notify Family & Friends.
  4. Complete the email addresses of the people WDI needs to notify where they can find your Living Will.
  5. Upload your Living Will.
                   

Get Started Today

Explore how WDI can revolutionize your estate planning process.
* Professionals: Request a Demo
* Clients: Start you journey
WDI: Secures Your Legacy and Simplifies Your Journey.
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People are Saying

  • In the day and age we live in, we need to update our wills and make sure all documents are available to those left behind.

    Alet Kotze

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    WillsDataBase International

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