For financial advisers & wealth managers
Support the family when it matters most.
When your primary client dies, you'll often know more about the estate than anyone else. Support the family during this time and build trust with the next generation.
Willow keeps you front and centre. You manage the relationship, we'll handle the admin.
Help reduce the stress that comes with inheritance.
A clear path through the admin. Introduced by you.
Willow gives the family a personalised checklist of everything that needs doing, a dedicated UK-based case manager, and a team that handles the calls and forms to notify banks, pensions, insurers and utilities. 30+ hours of paperwork that otherwise lands on a grieving spouse or child.
Dedicated case manager
A personal contact at Willow to guide them through the process, available by phone, video and email.
Bereavement concierge
Support across every step, from choosing a funeral director to sourcing a removals company.
Online portal
A personalised checklist to track progress, with clear guidance on each step and the option to invite family to help.
Account notifications
We contact banks, building societies, pensions, insurers, utilities and other organisations to close the deceased's accounts.
Your client. Your relationship.
This is an extension of your service, not a third party stepping in.
You initiate everything
Support begins when you say so. You're given frequent updates on progress and reminders to check in with the family.
White-label option
Co-branded or fully white-labelled. Your logo and contact details show it's you supporting the family.
Simple pricing
Sponsor your clients for Willow's fully supported tier. Billed to your firm. Discounts available for multiple estates.
Still have questions about partnering?
We're always happy to chat through your specific situation and discuss how we can best support you.
Willow helps you differentiate the support you offer bereaved families, helping you build trust and maintain touchpoints over the next 9-14 months as the estate is settled.
As the trusted adviser, you're front and centre. You introduce Willow, manage the family relationship and decide what financial data is shared. Willow can be white-labelled on request.
Some advisers will handle part of the admin already, but it can be time-consuming and stressful. Willow takes on the burden of notifying organisations, closing accounts and keeping track of what needs to happen, so you can focus on the relationship.
No. Willow provides software and practical support with death admin; it isn't a regulated financial service. We're happy to share our security documentation and answer any compliance questions your firm has.