Today, ReadyWhen announces the availability of its digital Estate planning platform to individuals and professionals across Canada. ReadyWhen provides a simple, secure, and fast way to proactively build and store a complete Estate plan from your laptop or mobile device.
ReadyWhen was created to address the costly and timely process needed to plan and settle an Estate. Canadians now have access to a digital solution that guides them through a step-by-step process to easily identify and store the right information so loved ones will be protected should the inevitable happen.
For firms and professionals (legal, financial, or insurance), ReadyWhen offers a solution rich in data that drives ROI by enabling you to track your client’s Estate planning progress. With ReadyWhen, you can:
- Access your clients’ documents and information in a central, secure location
- Add value for your clients by offering an easy-to-use digital solution that creates retention
- Easily upload information and leverage the frictionless tools to make data capture fast and efficient
- Receive notifications when you become part of your clients “Team” so you can track progress
ReadyWhen has already partnered with B.C.-based Schill Insurance: “ReadyWhen provides a platform for Canadians to ensure their legacy is secure and accessible, while providing us with a tool to track progress and better serve our customers as they create an Estate plan,” says Al Schill, President, Schill Insurance. “We have made a promise to protect our customers beyond insurance, and with ReadyWhen we can now offer a unique and accessible digital solution to help our clients plan for a more secure future.”
Over 10M+ Canadians don’t have an Estate plan in place, and 60% of those that have started to build one have not shared that vital information with loved ones. As a result, people can spend up to a year or more organizing an Estate when someone does pass away; incurring significant fees to help settle their affairs.
“If today’s world has shown us anything, it’s the need for Canadians to be fully prepared for the unexpected, but for many Estate planning is a complex, confusing, and expensive process,” says Jessie Vaid, Founder and CEO of ReadyWhen. “Making our platform available to all individuals and professionals is a major step in our mission to create a world where proactive Estate planning is simple, secure, and fast.”
Sachin Bhalla, Co-Founder and CMO of ReadyWhen, lost both his parents and went through the complicated and tedious process of settling their Estate. “Having gone through the experience myself, I can assure you it was a trying and emotional time, but with the right planning, it doesn’t need to be that way anymore,” says Sachin. “An Estate plan is so much more than just a Will – it’s assets, digital accounts, medical information and more. With ReadyWhen you can get started now and continue to add to your life plan over time; it’s a marathon, not a sprint.”
ReadyWhen is Canada’s leading digital platform that provides a simple, secure, and fast way to proactively build and store a complete Estate plan. Designed to modernize the Estate planning industry, ReadyWhen helps Canadians create and share their Estate plans so their loved ones can access it when they need it most. For professionals, ReadyWhen provides a unique solution that is driven by analytics and data to help drive additional revenue. ReadyWhen was founded by Jesse Vaid, a BC Notary with over 15 years’ experience, and Sachin Bhalla, a marketing and technology professional with over 15 years’ experience as well. To learn more, please visit: