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?
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.
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.
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.
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.
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.
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.
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.
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.
Got a question?
We’re happy to help. Reach out to our Member Benefits team to learn more.
*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.