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How to refer someone to Willful

Updated over 2 weeks ago

Willful's referral program makes it easy to share the benefits of estate planning while earning rewards. Here are the steps to refer someone to Willful.

Step 1: Find your unique referral link

After purchasing any Willful plan, you’ll receive a unique referral link that looks like this: https://willful.co?grsf=[YourID]

To find it:

  • Log in to your Willful account

  • Click "Menu" > "Will and POAs"

  • Look to the right-hand side for your referral information

Step 2: Share your link

You can send your referral link via text, email, or social media. It's important your loved one clicks your specific link to create their account - this is how their discount is applied and how your reward is tracked.

Step 3: Your friend completes their purchase

  • A 20% discount is automatically applied at checkout

  • No additional promo codes can be used, or both the discount and your reward will be forfeited

Step 4: You receive your reward

Once your loved one completes a valid purchase:

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