Will Hero for Financial Partners

Will Hero can create a wide range of Wills to suit different family situations and needs:

Basic Will Types:
• Simple Wills for straightforward estates
• Parents with minor children (including guardianship provisions)
• Pet owners (with pet care instructions)
• Blended families with intricate family structures, multiple beneficiaries, and contingency layers

Advanced Provisions Library:
• Trusts that hold assets until beneficiaries reach specific ages
• Conditional gifts (based on milestones like education completion)
• Life use of assets (allowing someone to live in a property for life)
• Instructions to sell specific assets
• Debt forgiveness clauses
• No contest clauses (preventing family disputes)
• Exclusion clauses (explicitly excluding certain people)

This comprehensive approach means you can confidently refer clients with complex family situations, knowing Will Hero can handle their specific needs without requiring expensive legal expertise.

Will Hero is designed to help your clients create simple or more complex Wills online, but there are some areas we don't currently support. Here's a clear list of what's outside our scope within Australia. This is general product information only and not legal advice.

Estate planning features not supported:
• We don't support Mirror Wills, however Partner Wills can be purchased at 40% discount ($59 instead of $99)
• Testamentary trusts of any kind (including discretionary and special needs trusts)
• Custom trust drafting or bespoke clauses outside Will Hero's built-in options
• Customised provisions beyond the provided set (e.g. converting a Life Estate into a Right of Occupancy, adding your own custom wording)
• Custom gift conditions beyond the provided Age, Education, Behaviour, or Relationship options
• Variable or "only if there's enough" gifts tied to estate size (clients can use percentages in the Residual Estate instead)
• Business succession plans
• Digital asset plans (a dedicated plan for digital assets)
• Letters of Intent or Letters of Instruction
• Capacity testing or medical assessments
• End-to-end funeral planning services (clients can record wishes only)
• Probate services or handling court filings
• Personalised legal advice or representation
• International estate planning for foreign assets

If you're unsure whether Will Hero is right for your client's situation, or if their needs involve complex estate planning, it's best to refer them to an estate planning lawyer. They can provide personalised legal advice tailored to your client's circumstances, while Will Hero gives you an affordable, flexible way to help clients handle simple and moderately complex Wills online.

Yes, Will Hero creates state-specific Wills that comply with local legal requirements across all Australian states and territories, including NSW, Victoria, Queensland, Western Australia, South Australia, Tasmania, Northern Territory, and ACT. Each Will is tailored to meet the specific witnessing requirements, signing procedures, and legal standards of the client's state or territory.

Will Hero follows each Australian state's and territory's legal guidelines. When your client finishes, they'll receive clear instructions on how to print and sign their Will correctly, including witness requirements. By providing state-specific details and a final review option, Will Hero helps create a Will that stands up in court.

Not at all. Will Hero is designed to be intuitive and user-friendly. If your clients can use a smartphone or computer, they can use Will Hero. We also provide helpful guides and support if they need assistance.

Most clients complete their Will in 15-30 minutes using our intuitive interface. The visual approach makes it much faster than traditional methods.

Yes, Will Hero is fully responsive and works seamlessly on desktop, tablet, and mobile devices, making it convenient for your clients to complete their Wills anywhere.

If a client dies without a Will (intestate), their assets will be distributed according to their state's intestacy laws. This typically means their property goes to their closest relatives (spouse, children, parents), but the process can be lengthy, costly, and may not reflect their personal wishes. Having a Will ensures their assets are distributed exactly as they intended, saving their family time, money, and stress during an already difficult time.

You can invite clients through our branded partner portal. They'll receive a 30% discount automatically applied at checkout, and you can track their progress through the entire process.

Your partner dashboard provides comprehensive tracking and management tools. You can see which clients have started their Will, track completion status, view referral history, and send friendly reminders to clients who haven't finished yet. The dashboard also shows you client engagement metrics and provides insights to help you better support your clients throughout their Will creation process.

Yes, we offer branded referral portals and can include your firm's contact details in client Wills (optional) for executors during probate.

Yes, clients can opt to share their Will drafts with you for review and guidance, helping you provide better ongoing support.

We provide comprehensive support including training materials, marketing resources, a branded partner portal, client management tools, and ongoing assistance from your dedicated account manager.

Will Hero's support team handles all client questions directly, so you don't need to provide legal advice. Clients can contact our support team via phone, email, or live chat for assistance with the platform, technical issues, or general questions about their Will. This frees you up to focus on your core services while ensuring your clients get the help they need from qualified support staff.

All client data is encrypted and stored securely. We never share personal information and comply with Australian privacy laws. Your clients' personal data is protected at all times using best-in-class, military grade encryption and privacy practices. Your clients' data is only used to help them create their Will.