Estately by FreeWill
Company

Estately by FreeWill

Financial Services 7 employees
Employees
7
Contacts
2
Emails
2
Phones
2

Estately by FreeWill Overview

Industry
Financial Services
Employees
7
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Estately by FreeWill

Estately partners with Financial Advisors to deliver better estate planning services and grow their businesses.

Estately by FreeWill Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

Estately by FreeWill Org Chart

Sample employees and titles
Name Title Contact
Dylan Levene Head of Product @ Estately by Freewill
Email Phone
Monika Loyd Head of Customer Success, Building Process, Policy, Teams and Culture at Estately
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Jennifer Xia Spradling (She / Her) On a Quest to Move $1t Into High-impact Nonprofits
Email Phone
Gisselle Pereira Helping Financial Advisors Connect with Heirs, Preserve Wealth, and Scale Through Estate Planning
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Employees by Management Level

VP / Head 2 profiles
Individual contributor 2 profiles

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