The Process
Here's Exactly How It Works.
From application to your first appointment — and everything in between. No surprises. No hidden complexity. Just a straightforward partnership built around one hour of your time per client.
The Model
Five Steps to Your First Will Preparation Appointment.
The Partnership Journey
How the Will Preparation Referral Process Works — Start to Finish
Most new partners complete onboarding and have their first appointment within one week of being approved.
Getting Started
Submit Your Application
The application takes about five minutes. We ask for your name, province, bar number or notary registration, and a short note about your practice and why you're interested. We review every application personally — this isn't an automated intake. We're looking for licensed professionals who are a good fit for the WME model: comfortable with a structured appointment format, access to a professional meeting space, and genuinely interested in a reliable income stream. We respond within two business days.
Before Approval
A 20-Minute Discovery Call
Before we formally approve your application, we'll schedule a short call — 20 minutes, no more. We walk you through what the opportunity looks like specifically in your city: available booking volume, how many appointments you can realistically expect in the first month, and what similar partners have experienced in your market. You can ask anything — about the documents, the process, the payment structure, or anything else. There's no obligation after this call. If it's not the right fit, we'll say so — and so can you.
After Approval
Onboarding — Usually Under a Week
Once approved, we walk you through three things: the WME process (how appointments are structured, what documents are produced, what your role is at each stage), the document templates for your province (you'll see exactly what a completed will, power of attorney, and healthcare directive look like), and the booking system (how client bookings come through, how your calendar is managed, how to flag availability or block time off). Most partners complete onboarding in one or two sessions.
You're Live
Your First Appointment
When your first client books, you'll receive a notification with their appointment details. Before the appointment, you'll receive a summary of their pre-appointment questionnaire responses and the system will prepare their documents — will, power of attorney, and healthcare directive — based on that information. You review the documents before the client arrives. In practice, most documents need only minor changes, if any.
At Your Appointment
One Hour Per Client — Will, POA, Healthcare Directive. Done.
Every WME appointment follows this structure. The documents are already drafted — your job is to review, advise, and execute.
Welcome & Document Review
Your client arrives. You welcome them and have their completed questionnaire and pre-drafted documents in front of you — already reviewed before they walked in. You briefly introduce yourself and let them know how the appointment will run.
Walk Through the Will
You guide your client through their will section by section. Confirm beneficiaries, executors, guardian appointments if applicable, and any specific bequests. Most clients have no significant changes. You answer questions as they come — your judgment, your clarity, your ability to flag issues a layperson wouldn't notice.
Power of Attorney & Healthcare Directive
Walk them through the power of attorney document (financial and property) and the personal care / healthcare directive. Confirm designated attorneys, powers granted, and any conditions. Answer questions and note any final changes needed.
Final Adjustments & Signing
Any document changes noted during review are applied. You then guide your client through signing all documents. You witness signatures and notarize each document according to your province's requirements. Everything is executed at this appointment — your client does not return.
Wrap-Up
Hand your client their completed documents and confirm what they have. Briefly outline next steps — keep originals safe, let their attorney know where documents are held, schedule an update in 3–5 years or if circumstances change. WME handles the annual update reminder.
Documents produced at every WME appointment:
Will · Enduring Power of Attorney · Personal Care Directive · Healthcare Directive
Document names and provincial requirements vary slightly by province — your onboarding will cover the specifics for your jurisdiction.
What You Get
The Estate Planning Partnership Infrastructure Is Already Built.
This is everything WME provides to every partner — from day one and ongoing. You don't build any of this. You plug into it.
National Marketing
We run the advertising, SEO, and content that brings clients to the WME platform. You benefit from national brand investment you didn't pay for.
Online Booking System
Clients book directly into your calendar through our platform. You control your availability — we manage the booking flow and confirmation process.
Document Preparation
Every client completes a questionnaire before their appointment. Our system uses their responses to prepare all estate documents before you meet them. You review, not draft.
Payment Processing
We collect payment from every client. Your 75% is calculated and paid to you on a regular schedule. No chasing invoices, no billing clients yourself.
Annual Update Reminders
WME contacts every past client annually to encourage a document review. This drives repeat appointment bookings back to you — entirely automated, on our side.
Ongoing Platform Support
Questions about a document? Something unusual in an appointment? Our team is reachable. We're not a set-it-and-forget-it franchisor — we're an active partner.
Ready to See What This Looks Like in Your City?
A 20-minute call is all it takes. We'll tell you exactly what demand looks like in your market — no commitment required.