Understand what your supporters will experience when writing a will and pledging a gift.
The Gathered Here online will platform is split into six sections. Typically, it only takes around 10-15 minutes to fully complete these sections.
Charities and NFPs can create their own co-branded version of the online will platform, but the questions will always remain the same.
Once the six sections are complete, will-writers are prompted to download, print and properly execute their will so it becomes a legal document.
This guide walks you through each of the sections and the questions within them, so you fully understand what supporters will see and experience.
Section one: About you
Section one collects general information from will-writers. It asks basic information including:
- Full name
- Date of birth
- Address
- Phone number (optional)
- Gender
This section also asks more detailed questions about the will-writer, including:
- Relationship status and partner name
- Names and dates of birth for any children
- Names of any pets
This section also allows will-writers to nominate guardians for their children and pets.
Section two: Executors
Section two asks will-writers to appoint their executor or executors. Will-writers can appoint a maximum of three executors via the platform. They’re also asked to appoint back-up executors in case their primary executor is unable to perform the duties.
This section also includes information about the roles of an executor and guidance on who makes an appropriate executor.
Section three: Estate
Section three asks will-writers the big question - who they would like to leave their estate to. This section focuses on residual gifts - those that are a percentage of a person’s estate, rather than a specific monetary amount or a specific item.
In the first part of this section, will-writers are asked to nominate any individuals who will receive a percentage of the estate. For example, friends or family members.
In the second section, will-writers are asked to choose any charities or non-profits that will receive a percentage of the estate.
Will-writers can choose from one of the featured organisations, browse by cause area, search for their favourite cause, or even add an organisation that is not yet listed with Gathered Here.
Finally, will-writers are asked to divide their estate according to percentages. For example, they may give 40% to each of their two children and 20% to their favourite charity.
Section four: Gifts
Section four asks will-writers if they’d like to leave a specific gift in their will - either a set dollar amount, a specific item, or a collection of items. For example, someone could leave $10,000, a car, or a record collection.
Will-writers are asked to write a description of the item and the name of the person or organisation who should receive it. They’re also given the option to leave a personal message.
Section five: Funeral wishes
In the fifth section, will-writers have the opportunity to share their funeral wishes if they choose. They can disclose what type of funeral they’d prefer, where they’d like their final resting place to be, and any additional wishes or preferences.
Will-writers can also request three quotes from local funeral directors, in case they’d like to pre-plan their funeral.
Section six: Thank you
In the final section, will-writers are asked if they would like to share their personal information with the charities or non-profits that they included in their will.
This section also explains to will-writers why sharing their information is helpful to the causes they care about.
Conclusion
Once will-writers have completed all areas of the online will, they arrive at the overview where they can check and edit previous responses.
This section also gives will-writers the option to schedule a free consultation with the Gathered Here legal team to learn more about a bespoke will, in case they’ve found the online will isn’t quite right for them and their situation.
