The Problem
Legal documents define the plan. Clients still need to document the property.
Many clients have wills or trusts, but no organized inventory of jewelry, heirlooms, collectibles, keepsakes, and other personal property. That creates avoidable confusion for families, trustees, executors, and counsel.
How Willventory helps firms
Better prepared clients
Fewer missed items
Easier conversations around personal property
Exportable PDF records for safekeeping
Private sharing for trustees, executors, and counsel
Optional co-branding for a stronger client experience
Co-branded firm experience
Your firm’s name, built into the client experience
Partner firms can provide clients with a co-branded Willventory experience. Clients can select your firm during setup, and your firm’s branding can appear in exported documents and client-facing inventory materials. Willventory will display:
firm logo on onboarding
branded PDF cover page
branded instruction sheet
“Recommended by [Firm Name]”
Continuity and trust
Designed for portability, not lock-in
Clients can export their inventory to PDF, retain records outside the platform, and share documentation with family or counsel. Willventory is designed to support continuity and clarity, not create dependence on a single access point.
Become a Willventory Partner Firm
By joining the Willventory Partner Program, your firm can provide a co-branded client experience that feels thoughtful, modern, and practical. Clients gain more clarity and peace of mind, while your firm benefits from better-prepared estate planning conversations, fewer missed items, stronger client experience, and branded exportable documentation that supports the work you already do.
The Problem
Legal documents define the plan. Clients still need to document the property.
Many clients have wills or trusts, but no organized inventory of jewelry, heirlooms, collectibles, keepsakes, and other personal property. That creates avoidable confusion for families, trustees, executors, and counsel.
How Willventory helps firms
Better prepared clients
Fewer missed items
Easier conversations around personal property
Exportable PDF records for safekeeping
Private sharing for trustees, executors, and counsel
Optional co-branding for a stronger client experience
Co-branded firm experience
Your firm’s name, built into the client experience
Partner firms can provide clients with a co-branded Willventory experience. Clients can select your firm during setup, and your firm’s branding can appear in exported documents and client-facing inventory materials. Willventory will display:
firm logo on onboarding
branded PDF cover page
branded instruction sheet
“Recommended by [Firm Name]”
Continuity and trust
Designed for portability, not lock-in
Clients can export their inventory to PDF, retain records outside the platform, and share documentation with family or counsel. Willventory is designed to support continuity and clarity, not create dependence on a single access point.
Become a Willventory Partner Firm
By joining the Willventory Partner Program, your firm can provide a co-branded client experience that feels thoughtful, modern, and practical. Clients gain more clarity and peace of mind, while your firm benefits from better-prepared estate planning conversations, fewer missed items, stronger client experience, and branded exportable documentation that supports the work you already do.