Documentation

BlockWill Partner Portal Guide

A screen-by-screen walkthrough of the partner portal for every role, with a short video for each feature.

Open the guideStart with signing in

Reseller partner

Bring your own clients onto BlockWill on seat-based plans, invite users, and bill clients directly.

Service partner

Do estate-planning work for clients BlockWill assigns, submit it for review, and get paid.

Team member

A focused sub-account that only sees the clients your partner delegates to you.

BlockWill admin

Assign customers to partners and message partners from the separate Admin panel.