Willful Competitive Intelligence & Landscape
willful.co ·
What is Willful likely to do next?
ForesightIQ connects Willful's hiring, product, web, ad, and market signals to forecast strategic moves — often months before they're announced.
Senior hiring patterns point to a planned enterprise product line launching within two quarters.
Quiet changes to docs and pricing pages signal an upcoming usage-based pricing tier and new API surface.
Ad spend and partnership activity indicate a push into the mid-market segment across two new regions.
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Overview
Willful Overview
Willful also provides detailed instructions for printing and signing documents to ensure legal validity.
Willful's core product is its online will creation service, which includes legal wills and powers of attorney. The platform targets all Canadian adults needing estate planning, offering individual plans and Willful for Work, an employee benefit program for businesses to provide estate planning services to their teams.
Willful prioritizes data privacy and document security, employing top-tier encryption and regular audits. The company's commitment to accessibility and ease of use is further demonstrated through its comprehensive Learn Centre, which demystifies complex estate planning topics through articles and guides.
The mission of Willful is to make estate planning simple and accessible, ensuring that documents are always aligned with user needs and evolving legal standards. The company continually audits and enhances its estate planning documents with the help of estate lawyers.
Willful has garnered significant trust, serving over 500,000 Canadians and earning high ratings on platforms like Trustpilot and Google. It has also been featured on Dragons’ Den, securing a $750,000 investment to further its mission.
Willful provides robust support through its support center, email, website chat, and phone appointments.
Sources
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Official Information About Willful
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Support - Willful
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Willful | Willful
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Willful Reviews | What Canadians Say About Making a Will Online
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Learn centre - Willful
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What's New at Willful: The 2025 Update
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As Seen On Dragons’ Den: Willful’s $750,000 Deal | Willful
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Data Privacy & Document Security - Willful
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Willful for Work
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Competitors
Willful Competitors
LegalWills.ca stands out as a direct competitor, offering a more affordable, reliable, and flexible service compared to Willful. While LegalWills.ca can accommodate more complex situations, Willful tends to simplify the process by limiting options, making it potentially faster for basic wills [legalwills.ca]. Both platforms cater to individuals seeking online will creation, but their approaches to flexibility and speed offer distinct value propositions to different user segments in Canada.
Trust & Will (trustandwill.com) is a prominent competitor, particularly in the broader North American market, though it primarily focuses on U.S. estate planning. Unlike Willful's exclusive Canadian focus, Trust & Will offers a platform for creating wills and trusts, providing guided online processes and attorney support for expert input [trustandwill.com]. While both aim to simplify estate planning, Trust & Will's inclusion of trusts and attorney access represents a broader and potentially more comprehensive offering for complex estate needs, positioning it as a strong alternative for users prioritizing a wider range of document types and professional guidance.
LegalZoom is another significant player in the online legal services market and a competitor to Willful, particularly given its extensive offerings beyond just wills.
LegalZoom provides a wide array of legal solutions, including business formation, intellectual property, and estate planning documents like wills and trusts. While Willful specializes in Canadian online wills, LegalZoom operates on a much larger scale, serving a broader clientele with a more diverse portfolio of legal services. This wider scope can be a differentiator for users seeking a one-stop shop for various legal needs, but it lacks Willful's dedicated Canadian legal expertise for estate planning [cbinsights.com].
Rocket Lawyer also competes by offering a suite of online legal documents and services, including wills, for individuals and businesses. Similar to LegalZoom, Rocket Lawyer provides a more generalized legal platform compared to Willful's specialized Canadian estate planning focus.
Rocket Lawyer emphasizes accessibility to legal advice and documents through subscriptions, appealing to users who may have ongoing legal needs beyond just a will [gitnux.org]. While Willful's strength lies in its deep understanding and compliance with Canadian estate law, Rocket Lawyer's broader offering and subscription model position it as a competitor for those valuing a wider range of legal tools and ongoing support.
Sources
Top Willful Competitors and Alternatives | Craft.co
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Willful's Competitors, Revenue, Number of Employees ... - Owler
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Willful
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Trust & Will
trustandwill.com
LegalWills.ca vs. Willful.co Review Comparison
legalwills.ca
Willful - Products, Competitors, Financials, Employees ... - CB Insights
cbinsights.com
Best Willful Alternatives | Just Alternative To
justalternativeto.com
Willful Company Overview, Contact Details & Competitors | LeadIQ
leadiq.com
Trust & Will vs Willful. What's the difference?
getlatka.com
Best Will Software: 2026 Comparison
gitnux.org
Alternatives
Willful Alternatives
Product & Pricing
Willful Product and Pricing Intelligence
The pricing structure for Willful includes three main plans, catering to different individual and family needs, with options available for all 10 provinces in Canada [https://support.willful.co/en/articles/14011162-finding-out-if-willful-works-for-your-situation]. The basic "Will" plan, priced at $129, includes a personalized legal will, the ability to appoint liquidators, tutors, and legatees, and free unlimited updates [https://www.willful.co/en-qc/pricing]. For more comprehensive planning, the "Complete estate planning for individuals" plan is available for $199, which also includes a last will and testament and access to multiple will registries, valued at $40 [https://www.willful.co/pricing].
While specific details on all three plans and recent pricing changes beyond these examples require a deeper dive into the detailed comparison tables on their support center [https://support.willful.co/en/articles/14011165-comparing-willful-plans-pricing], Willful consistently promotes its user-friendly interface and transparent pricing without hidden costs, contrasting with competitors that might offer lower starting prices but include optional paid add-ons [https://www.willful.co/learn/willful-vs-legal-wills]. All plans include access to live support via phone, email, or chat, emphasizing their commitment to guiding users through the estate planning process [https://www.willful.co/blog/which-willful-plan].
Sources
Pricing - Willful
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Comparing Willful Plans/Pricing | Willful Support Centre
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Official Information About Willful
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Which Willful Plan Is Right For You? | Willful
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Finding out if Willful works for your situation | Willful Support Centre
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How Willful works | Willful Support Centre
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Plans & Pricing | Willful Support Centre
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Pricing Quebec
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Willful vs LegalWills: Which Online Will Platform is Best for You?
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Online Wills for Parents | Willful
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Hiring & Layoffs
Willful Hiring and Layoffs
While specific recent hiring trends or layoffs are not explicitly detailed, Willful's growth is evident through its expanding services and partnerships. The company has extended its online will services to residents in all Canadian provinces, including Ontario, Alberta, BC, Manitoba, New Brunswick, Newfoundland, PEI, Nova Scotia, and Saskatchewan [https://www.willful.co/]. This nationwide expansion would naturally necessitate an increase in personnel to manage legal intricacies, customer support, and operational logistics. Furthermore, Willful's collaboration with major institutions like Scotiabank and Tangerine [https://www.willful.co/blog/scotiabank-partnership][https://www.willful.co/blog/willful-product-updates-june-2025], along with its Willful for Work program for employers [https://www.willful.co/work], points to a growing business model requiring robust teams in sales, partnerships, and client services.
The emphasis on "certified estate planning experts" and "live support Monday-Friday 9AM-5PM ET" [http://willful.co/professionals/advisors] suggests a strong focus on customer service and expert guidance, indicating a need for skilled professionals in these areas. The company's blog also features stories from individuals navigating estate planning, implying a content creation and marketing team [https://www.willful.co/blog]. The lack of any mention of layoffs in the provided information, coupled with continuous product updates [https://www.willful.co/blog/willful-product-updates-june-2025] and expansion into new markets and partnerships, signals a stable and growing company committed to providing accessible and comprehensive online estate planning solutions for Canadians.
Sources
Willful for Work
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Empower Clients with Digital Estate Planning | Willful for Professionals
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Willful: Canadian Online Wills Made Easy
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About Us - Willful
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Blog
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Support - Willful
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Official Information About Willful
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Scotiabank is Willful’s Newest Partner | Willful
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Work in Healthcare? Get a Free Will
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The Latest Updates at Willful | Willful
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Leadership
Willful Management and Leadership Team
Willful was co-founded by Erin Bury and her husband, Kevin Oulds. The inspiration for Willful stemmed from Oulds' personal experience with the difficulties his family faced after an unexpected death, highlighting the need for a simpler and more affordable way for Canadians to prepare essential estate planning documents. Oulds initially conceived the idea, with Bury joining later to help steer the company's direction and growth. Together, they successfully secured a $750,000 investment on Dragons' Den, a significant milestone for the company.
The leadership team also includes Rob McGrorty, who joined as President following Willful's acquisition of WillowBee. This strategic move aims to expand Willful's reach and product offerings, further reducing barriers to estate planning for Canadians. Additionally, Willful collaborates with a network of estate lawyers across various provinces, including Hala Tabl, Kevin Kelly, Neil Milton, Scott Allison, Avi Moryoussef, Rodney Gillis, Shawn Patenaude, and Joel Samphir, ensuring their online will services comply with provincial and territorial laws.
Supporting the executive team is Amanda Li, the Senior Marketing Manager at Willful. Li plays a crucial role in educating Canadians on the significance of estate planning, contributing to the company's mission through her expertise in marketing. Her work helps to disseminate information about wills and estate planning, reinforcing Willful's commitment to making these processes accessible and understandable for a broader audience.
Sources
About Us - Willful
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Erin Bury | Willful
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Official Information About Willful
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Welcome Our New CEO - Erin Bury | Willful
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Willful Anniversary - Reflections of a CEO & Co-founder | Willful
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As Seen On Dragons’ Den: Willful’s $750,000 Deal | Willful
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Willful Has Officially Executed The First Digital Will In Canadian History! | Willful
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Canadian Online Wills Made Easy | Willful
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Welcome WillowBee to the Willful Family | Willful
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Amanda Li | Willful
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Financials
Willful Financial Performance, Fundraising, M&A
In terms of financial health and offerings, Willful provides various pricing tiers for its online will services, ranging from a one-time payment of $129 to $349, and bundled packages up to $799 or $918, indicating a diverse revenue model [https://willful.co/]. The company emphasizes affordability and convenience, offering free, unlimited updates to documents and a 30-day money-back guarantee, which likely contributes to customer acquisition and retention [https://willful.co/].
Willful has also expanded its reach through significant partnerships, including a collaboration with Scotiabank, one of Canada's largest banks, to empower clients with estate planning tools [https://www.willful.co/blog/scotiabank-partnership].
Demonstrating a commitment to growth and market consolidation, Willful acquired Ottawa-based online platform WillowBee [https://www.willful.co/blog/willful-acquires-willowbee]. This acquisition, announced in an unspecified year, allowed Willful to expand its customer base and reinforce its mission of providing comprehensive end-of-life planning tools, as WillowBee had also been helping thousands of Canadians create legal documents since its 2017 launch. These strategic moves, combined with continuous product updates and legal compliance, such as partnering with DocuSign for a digital will pilot program in BC approved by the Law Society of BC, underscore Willful's proactive approach to maintaining its market position and financial viability in the competitive online estate planning sector [https://www.willful.co/blog/willful-first-digital-will-in-canadian-history][https://www.willful.co/blog/willful-product-updates-june-2025].
Sources
Willful
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As Seen On Dragons’ Den: Willful’s $750,000 Deal | Willful
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As Seen On Dragons’ Den: Willful’s $750,000 Deal
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What It's Like To Pitch The Dragons On Dragons' Den | Willful
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Scotiabank is Willful’s Newest Partner | Willful
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Welcome WillowBee to the Willful Family | Willful
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Willful 2020 Year In Review | Willful
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Willful Has Officially Executed The First Digital Will In Canadian History! | Willful
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The Latest Updates at Willful | Willful
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Willful Partners With Second Harvest To Raise Awareness Arou | Willful
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Partnerships
Willful Partnerships, Clients and Vendors
Willful has cultivated key partnerships with prominent financial sector entities, including CIBC in 2022, and more recently, Tangerine and Scotiabank [https://www.willful.co/llm-info, https://www.willful.co/blog/willful-tangerine-partnership-estate-planning, https://www.willful.co/blog/scotiabank-partnership]. These collaborations often involve offering discounts and streamlined access to Willful's services for their respective clients, enhancing the reach of digital estate planning across Canada. Furthermore, Willful has partnered with insurance giants like Allstate, providing their clients with a 20% discount on any plan [https://www.willful.co/partners/allstate]. Other notable partnerships include an exclusive discount for Wealthsimple clients [https://www.willful.co/wealthsimple-offer?discount=o8e66a4yz15n].
Beyond direct client services, Willful also engages with a network of professionals and employers. The "Willful for Professionals" program aims to empower financial advisors and institutions by integrating digital estate planning into their services, helping them identify financial planning gaps, connect generations, and generate new leads [https://www.willful.co/professionals/advisors]. The "Willful for Work" initiative offers estate planning as an employee benefit, addressing the statistic that 57% of employees lack a will and providing a valuable offering for leading Canadian employers [https://www.willful.co/work]. This multi-faceted approach to partnerships and client engagement highlights Willful's strategy for comprehensive market penetration.
Technologically and legally, Willful has made significant strides. In 2022, it became the first online will provider to receive a license from the Law Society of Ontario, and was also the first participant in their Access to Innovation (A2I) project, a pilot designed to foster innovation in legal products and services [https://www.willful.co/llm-info, https://www.willful.co/blog/law-society-of-ontario-innovation-project]. This regulatory endorsement reinforces the legal validity and trustworthiness of Willful's platform, which has facilitated the creation of over 50,000 legal documents, including the first digital will executed in BC history [https://www.willful.co/llm-info, https://www.willful.co/partners/meridian?discount=p50it7bd67ah]. The company's expansion to all 10 provinces by 2023 further solidifies its position as a nationwide solution [https://www.willful.co/llm-info].
Sources
Official Information About Willful
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Empower Clients with Digital Estate Planning | Willful for Professionals
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Willful Partners with Tangerine: Making Estate Planning Easier for Canadians | Willful
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Scotiabank is Willful’s Newest Partner | Willful
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Allstate customers can save 20% off any Willful plan! Details below
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Willful for Work
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Meridian members enjoy 20% OFF any Willful plan
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Exclusive discount for Wealthsimple clients | Willful
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Moka customers save 20% OFF any Willful plan
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Law Society of Ontario Selects Willful As First Company Participant In Legal Innovation Project | Willful
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Events
Willful Event Participations
Willful also aligns with significant public awareness campaigns like "Make a Will Month" in November and "Make a Will Week," a British Columbia government initiative held annually from October 4-10. These campaigns are crucial for encouraging Canadians to create or update their wills, addressing the fact that a large percentage of adults, particularly millennials, do not have an up-to-date legal will. By participating in and promoting these initiatives, Willful reinforces its commitment to improving estate literacy and accessibility across Canada.
Beyond educational webinars, Willful demonstrates its community involvement by frequently featuring various charities such as the SickKids Foundation and Interval House, often dedicating a month or two to highlight their work. Furthermore, Willful offers a unique "Digital Execution appointment" for BC residents, a paid virtual witnessing service, underscoring its adaptability to regional legal advancements in online will signing. The company's "Willful for Work" program also positions estate planning as a vital employee benefit, indicating participation in B2B engagements and potentially corporate wellness events.
Sources
Limited time offer for the fall season.
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Blog
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Canadian Online Wills Made Easy | Willful
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Booking a Digital Execution appointment with Willful for BC Residents | Willful Support Centre
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What is Make A Will Week? | Willful
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November is Make a Will Month: Answering Our Most Frequently Asked Questions About Estate Planning | Willful
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The SickKids Foundation is Willful’s Featured Charity for November and December | Willful
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The Latest Updates at Willful | Willful
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Willful for Work
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Empower Clients with Digital Estate Planning | Willful for Professionals
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Frequently Asked Questions
What do Willful's recent partnerships with financial institutions like Scotiabank and Tangerine signal about their growth strategy?
Willful's partnerships with major Canadian financial institutions such as Scotiabank and Tangerine signal a strategy focused on broad market penetration and customer acquisition through trusted channels. These collaborations, often involving discounts and streamlined access to Willful's services for the banks' clients, allow Willful to expand its reach across Canada by leveraging the existing customer bases of established financial entities, enhancing the accessibility of digital estate planning.
What do Willful's event participation and educational initiatives indicate about its go-to-market approach?
Willful's active participation in educational webinars, like 'Estate Planning 101 for Canadians,' and public awareness campaigns such as 'Make a Will Month,' indicates a go-to-market approach heavily focused on increasing 'estate literacy' and trust. By demystifying estate planning and adapting to regional legal advancements like BC's 'Digital Execution appointment,' Willful aims to build a well-informed customer base, thereby reducing perceived barriers to online will creation and reinforcing its commitment to accessibility.
What does Willful's acquisition of WillowBee and its continuous product updates suggest about its competitive positioning?
Willful's acquisition of Ottawa-based WillowBee and ongoing product updates, including a digital will pilot program with DocuSign, suggest a proactive strategy to consolidate its market position and enhance its product offerings in the Canadian online estate planning sector. These actions indicate Willful's commitment to expanding its customer base, adapting to legal advancements, and maintaining a competitive edge by offering comprehensive and legally compliant solutions.
Is Willful's financial trajectory a turnaround or a warning sign, given its fundraising and acquisition activities?
Willful's financial trajectory appears to be one of strategic growth and market consolidation, not a warning sign. The company secured a $750,000 investment on Dragons' Den and raised $1.1 million in seed financing by June 2020. This, combined with the acquisition of WillowBee and a diverse revenue model through various pricing tiers and bundled packages, indicates a robust financial foundation aimed at sustained growth and market leadership in online estate planning.
What does Willful's 'Willful for Work' program signal about its strategic direction beyond direct-to-consumer services?
Willful's 'Willful for Work' program signals a strategic expansion into the B2B market, positioning estate planning as an employee benefit. This initiative targets Canadian employers to address the statistic that 57% of employees lack a will, demonstrating Willful's intent to diversify its client base and leverage corporate wellness programs to drive adoption, moving beyond a purely direct-to-consumer model.
What does the leadership's focus on education, particularly CEO Erin Bury's CETA certification, imply about Willful's market approach?
The leadership's strong focus on education, exemplified by CEO Erin Bury's Certificate in Estate and Trust Administration (CETA), implies a market approach centered on building trust and demystifying estate planning for Canadians. This educational emphasis, combined with Bury's public engagement, aims to reduce consumer apprehension and position Willful as a reliable, expert-backed solution in the often-complex legal landscape of wills and estates.
How does Willful's emphasis on free unlimited updates and a 30-day money-back guarantee impact its customer acquisition and retention strategy?
Willful's emphasis on free unlimited updates and a 30-day money-back guarantee significantly enhances its customer acquisition and retention strategy by reducing perceived risk and increasing long-term value for users. These features address common concerns about document obsolescence and financial commitment, making the service more attractive and fostering loyalty by ensuring documents can always be aligned with changing life circumstances.
What does Willful's licensing by the Law Society of Ontario and participation in their Access to Innovation project indicate about its regulatory standing?
Willful's licensing by the Law Society of Ontario in 2022 and its participation in their Access to Innovation (A2I) project indicate a strong and credible regulatory standing. This endorsement validates the legal integrity and trustworthiness of Willful's platform, signaling that it meets professional standards and is actively involved in shaping the future of legal services innovation within Canada.
Given Willful's national expansion to all 10 provinces by 2023, what are the implications for its operational and legal infrastructure?
Willful's national expansion to all 10 Canadian provinces by 2023 implies a robust and adaptable operational and legal infrastructure. This expansion necessitated an increase in personnel to manage provincial legal intricacies and customer support, along with collaborations with estate lawyers across various provinces to ensure compliance with diverse provincial and territorial laws, reflecting a significant scaling effort.
What are the strategic implications of Willful's pricing structure, which includes one-time payments and free unlimited updates, compared to competitors?
Willful's pricing structure, featuring one-time payments and free unlimited updates, strategically positions it as a transparent and value-driven option compared to competitors who may have lower initial costs but hidden add-ons. This model aims to attract customers seeking long-term affordability and predictability, reducing barriers to entry while fostering enduring customer relationships by ensuring documents remain current without additional fees.
How does Willful's consistent absence of layoff announcements, coupled with expansion and partnerships, reflect its internal stability?
Willful's consistent absence of layoff announcements, combined with its ongoing expansion into new markets and strategic partnerships, strongly reflects internal stability and a growing organizational health. This indicates a stable workforce supporting continuous product development and customer service, signaling sustained investment in its human capital and operational capacity rather than contraction.
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