Willful partners with organizations and employers to offer free or discounted estate planning documents. These offers often come in the form of a custom link or promo code. Some partnerships may cover specific plans and may vary from province to province.
How to redeem your partnership offer
Most offers can be redeemed with a promo code or special link. If you're redeeming an offer from Wealthsimple or Amazon, please follow the specific instructions linked below.
For most partners
Determine what kind of offer you have:
If you have a promo code, please follow the steps to apply the promo code directly.
If you have received a partner link, please continue with the next step below.
Access the special offer link provided by your partner organization.
Create an account or sign in if you already have one.
Choose your plan and ensure the discount is applied at checkout. If your offer is for a specific plan (e.g. Premium), make sure you're selecting that plan tier before completing your checkout.
For Wealthsimple clients
If you’re a Wealthsimple Generation client, follow these instructions:
FAQs
What if my partner promo code or link isn’t working?
Ensure you're entering the code exactly as it appears. Some codes are case-sensitive or may be tied to specific email addresses. If you were provided a special offer link, you will not need to enter a promo code at checkout and your offer will be automatically applied. Please double check your partnership offer for the details. If it still doesn't work, contact support.
Can I change my partnership offer plan to a different plan?
Your partnership offer may be for a specific plan, but you can upgrade to a different plan later.
Does the partnership promo code or link expire?
Some partner offers are time-limited. Check the communication from your partner organization for any expiration details.