LIMITED TIME OFFER! EARN 4.65% ON OUR 18-MONTH TERM GIA | LEARN MORE

Online Will & Power of Attorneys

At Serenia Life Financial, we understand that drafting a will can be emotionally draining, time-consuming, and expensive. That’s why you keep putting it off until ‘tomorrow.’

What if you could do it in 20 minutes or less?

Serenia Life Financial has partnered with Willful® to give members the opportunity to create their will and appoint power of attorneys (POAs) simply, quickly – and at no cost. Willful is a digital estate planning platform whose easy step-by-step process can be done online in less than 20 minutes.

This new one-time benefit* is most appropriate for members** without complex needs (e.g., property abroad, separated but not divorced, in need of legal advice, etc.), giving them access to Willful’s premium plan (valued at $189). This plan includes: (1) your personalized will, (2) POA to manage your finances and property, and (3) POA to handle your healthcare decisions.

How do I apply? What happens next?

Post-Secondary-study

Assess your needs.

If you know that your needs aren’t all that complex, you’ll want to apply for this benefit. Otherwise, you may want to consider our conventional Wills & POA benefit.

5 minutes

Submit an application.

Apply online in 5 minutes or less! Once we have verified your eligibility for this benefit, we will send you a personalized link via email.

Within 24 hours
Attorneys-Time

Get it done in 20 minutes.

Use the link provided to set up your account within 60 days*** of applying. Choose the Premium plan, and answer customized questions to create your will and appoint POAs.

20 minutes
Attorneys-official

Make it official.

All done? Print your documents and have a witness sign along with you. Keep them somewhere safe, or feel confident knowing they’re stored digitally too.

5 minutes
Post-Secondary-study

Assess your needs.

If you know that your needs aren’t all that complex, you’ll want to apply for this benefit. Otherwise, you may want to consider our conventional Wills & POA benefit.

5 minutes

Submit an application.

Apply online in 5 minutes or less! Once we have verified your eligibility for this benefit, we will send you a personalized link via email.

Within 24 hours
Attorneys-Time

Get it done in 20 minutes.

Use the link provided to set up your account within 60 days*** of applying. Choose the Premium plan, and answer customized questions to create your will and appoint POAs.

20 minutes
Attorneys-official

Make it official.

All done? Print your documents and have a witness sign along with you. Keep them somewhere safe, or feel confident knowing they’re stored digitally too.

5 minutes

Got a question?

We’re happy to help. Reach out to our Member Benefits team to learn more.


Apply for this benefit today

Ready to draft your will… for free?

5 minutes

 

*Serenia Life Financial’s member benefits and programs are not contractual. They are subject to change and maximum funding limits.

**If unused after 60 days, your unique code will expire.

***If you: (1) own a Serenia Life Financial annuity product, (2) are insured under one of Serenia Life Financial’s products, and/or (3) became a policyowner after February 23, 2021, you are indeed a member.