Willow™
Your AI Estate Planning Companion
The first AI-powered estate assistant — voice-activated, always available, guiding families and professionals through every aspect of estate planning and settlement.
What Is Willow™?
Willow™ is an AI-powered estate assistant designed to guide users through the complexities of estate planning and settlement. Named to evoke the strength and resilience of the willow tree, this intelligent assistant provides personalized, conversational guidance that makes professional-grade estate knowledge accessible to everyone.
Think of Willow™ as the Alexa of the estate planning world — voice-activated, always available, and designed to answer your questions in plain language. Whether you need help understanding the difference between a revocable and irrevocable trust, navigating probate in your state, or creating a will, Willow™ is ready to help.
How Willow™ Works
Who Willow™ Serves
Families
Step-by-step guidance through wills, trusts, probate, and estate settlement with conversational ease.
Attorneys
Streamline client communication, automate intake questionnaires, and provide guided estate planning resources.
CPAs & Financial Advisors
Help clients understand estate tax implications, asset protection strategies, and retirement planning integration.
Fiduciaries
Navigate trust administration, executor duties, and fiduciary obligations with AI-powered support.
Real Estate Agents
Guide clients through probate property sales, inherited real estate decisions, and estate liquidation.
Self-Help Legal Document Creation
Willow™ empowers individuals to create foundational legal documents with guided, step-by-step assistance. From basic wills to healthcare directives, Willow™ walks you through each question, explains every term, and helps you understand the implications of your choices.
How Willow™ Compares
Services like LegalZoom and Rocket Lawyer provide document templates with form-based workflows. Willow™ goes further by offering conversational AI guidance that explains concepts in real time, adapts to your specific situation, answers follow-up questions, and connects you with professional attorneys when your needs exceed self-help capabilities.
Glossary of Estate Planning Terms
Full definitions and state-specific guidance available through Willow™.
Probate Guide by State
Willow™ provides state-specific probate guidance covering timelines, filing requirements, court procedures, and executor obligations. Select your state within Willow™ for tailored information.
Read our Probate overviewFuneral Traditions & Etiquette Resources
Willow™ includes compassionate guidance on funeral planning, cultural and religious traditions, etiquette for attendees, and memorial service organization. These resources are designed to support families during difficult times with sensitivity and respect.
Get Started with Willow™
Download the Willow™ Ultimate Estate Guide or contact our team for more information.
Corporate History & Ownership Timeline
January 2023
EstateLegal.com Founded
Abel Perez, along with entities including Estate Synergy, launched EstateLegal.com as an educational authority platform for estate planning, wills, trusts, probate, and estate settlement. The Afterly™ and Willow™ brands were announced as part of the inaugural launch of services and resources.
May 9, 2024
Estate Legal Services LLC Established — Acquired by Estate Advisor Group
Estate Legal Services LLC was formally established on May 9, 2024. EstateLegal.com was acquired by Estate Advisor Group. In partnership, Abel Perez and Estate Legal Services LLC continued providing educational resources, brochures, and professional referral services to help businesses, law firms, real estate agents, and families navigate probate and estate legal matters.
2026
All Brands Acquired by Afterly LLC
Afterly LLC acquired all rights, goodwill, and intellectual property for EstateLegal.com, Afterly™, Willow™, and all associated brands. Afterly LLC continues to bring these services to market, honoring the original mission of accessible estate planning education and professional guidance for families and industry professionals nationwide.
Willow™ is a trademark of Afterly LLC. All rights reserved.