ReadyWhen is the best one-stop shop for all your Estate Planning needs
What do you like best?
Estate planning can be a tedious task, but ReadyWhen makes it as easy as filling out a few forms. The interface is easy to use, clean, visually appealing, and every task is accompanied by resources to help you make the best use of the tool.
It encompasses a wide array of asset types, including traditional options such as vehicles, properties, financial accounts but also modern assets such as digital accounts, subscriptions, and even rewards programs.
I also really appreciate how the developers took extra care with account security features as well, including a two-step verification login and the ability to add team members and assign specific roles and permissions to each of them.
If you're looking for a one-stop shop for all your Estate Planning needs, this is it.
What do you dislike?
The articles displayed in the lower portion of the app could be dynamically updated to offer assistance related to the asset you're working on.
Estate planning can be an intimidating task for potential clients who are not used to dealing with it. A chatbot or call center support feature could be vital to ensure that new users are not overwhelmed by the tool.
Other than that, the app works as intended, and I was happy with the service provided.
Recommendations to others considering the product:
Make sure you have digitalized versions of the documents you'd like to register, and feel free to take one step at a time. The tools are straightforward to use, and every modification you make to the account is dynamically saved.
What problems are you solving with the product? What benefits have you realized?
Estate planning is usually a tedious and complex task that requires refined planning skills to ensure that you have all your assets and documents organized correctly. It can also be overwhelming when you consider that others (spouses, kids, family members, potential beneficiaries, etc.) might need to be involved in this process and that their involvement needs to be limited to specific portions of your Estate.
ReadyWhen solves many of these issues by ensuring that you can organize all your assets in a single place, with a user-friendly interface, and decide the type of access each dependent or team member can have.
