THE WILLOW MEMBERSHIP
core.
BANK GRADE PRIVACY AND SECURITY
CCPA | GDPR | HIPAA | SOC 2
POWERED BY COPILOT
ink.
DOCUMENT CREATOR + WORKFLOWS
Save thousands: your membership includes access to our attorney-approved and ever-expanding library of the most common legal documents needed by families in critical moments. Our current templates include simple wills and living trusts, guardianship nominations, power of attorney forms, transfer documents for real estate and bank accounts, and post-death settlement documents for court-supervised probate administration or private trust administrations. Guided workflows help you tailor the documents to your family’s unique circumstances before signing and notarizing as required (additional fees may apply).
silo.
DIGITAL FILE CABINET
Keep it together: legal documents, real estate deeds, life insurance policies, birth and marriage certificates, passports, social security cards, and anything else that you can think of. Your membership includes plenty of storage for documents, and you can upgrade if you need more. By the way, we can digitize your physical documents right into your portal as well (additional fees may apply).
beacon.
INTELLIGENT SHARING
Easy to find: you have complete control over who has access to your documents, and when. We’ll guide you through the process of inviting family members and any professionals on your team into your portal and setting up triggering events for the release of documents to the right people at the right time. This is the difference between our intelligent solution and other cloud services, and it will make all the difference in a critical moment.
concierge.
ARTIFICIAL INTELLIGENCE
POWERED BY OPENAI
willow.
PERSONAL AI CONCIERGE
Get stuff done: more than just an assistant, as an AI agent, willow takes steps on your behalf to complete those tasks and projects you’ve been dreading, putting off, or just need an extra hand with. Whether it’s something minor like coordinating a notary, or something more complicated like updating your life insurance beneficiaries or the title to your real estate, she’ll get to work on your behalf and keep you fully updated throughout the process.
maven.
ON-DEMAND TEAM OF AI EXPERTS
Level up: our goal is to empower our members to make strategic legal and financial decisions without having to defer to human professionals that can sometimes be difficult to find and overwhelming to work with. With this level of membership, you’ll be able to speak with a highly-trained team of AI agents with expertise in your specific area of need. Have a property tax question about parent-to-child transfers in California? Need a well-researched memo about which state is optimal for the LLC for your rental property? For these types of questions and much more, just ask maven.
link.
NETWORK OF HUMAN PROFESSIONALS
Connect the dots: as part of your membership, you’ll have access to our vetted, exclusive network of human legal, tax, financial, and real estate professionals who maintain availability for our members for consultations, document reviews, and guidance – and you can hire them with a few clicks within your member platform (additional fees apply). The combination of a AI plus human professionals is powerful. It means that our members can receive the highest level of support, guidance, and implementation in the most timely and cost-efficient way for their specific type of need.
creator.
director.
CAPTURE YOUR FAMILY'S STORIES
Oral history: many cultures have a tradition of passing down their family’s history through storytelling. When we focus only on documents, we miss so much of the good stuff between the lines. With the help of our AI-powered director, go well beyond documents. Grandma’s famous lasagna recipe? The birth story you never told your middle child? That embarrassing story of how you two met? Yes, you can go full When Harry Met Sally. We’re here for all of it.
capsule.
TIME-RELEASED MESSAGES
In due time: some things are worth waiting for. Create messages for your loved ones in case you’re not around to say the words in person. Granddaughter’s wedding? Birth of your great-great-grandchild? Be there, even when you’re not. And there’s no limit to how you can use capsule: it’s a great way to share passwords and other sensitive information after you’re not around. Or here’s a fun one: you can even send messages to your future self. I bet they’ll thank you for becoming a member 😉
wizard.
GENERATIVE AI
If you can see it, you can see it: your membership includes access to the latest generative AI tools that allow you to create visualizations with integrity and authenticity. If you can describe it, we can generate content around that. How beautiful would it be to have a family portrait that included every known ancestor in your family? How about a yearbook for every year of your life? As we learn more about you and your family, who knows what you’ll be able to create. The possibilities are truly endless, and growing.