Dandelion Makes Estate Planning Documents Available to Every Family with Estately
Integration with Estately by FreeWill provides Dandelion members attorney-designed templates for Wills, Powers of Attorney, and Advance Health Directives.
Dandelion exists so nobody has to feel lost. Collaborating with Estately means that when someone builds with us they create the documents and a full plan that actively protects and prepares families.”
SAN FRANSISCO, CA, UNITED STATES, September 9, 2026 /EINPresswire.com/ -- Dandelion, an AI-native legacy and estate planning service, announced today a collaboration with Estately, the estate planning technology platform from FreeWill, to power the legal documents inside Dandelion's product. The collaboration will give Dandelion families access to state-specific Wills, Powers of Attorney, and Advance Health Directives that will be legally valid in all 50 states and Washington, DC.— Amanda Brown, Co-Founder and CEO of Dandelion
- Hundreds of families have joined Dandelion's waitlist through organic acquisition
- Founding Families are actively building their plans in Dandelion's early access
- Will, Power of Attorney, and Advance Health Directive documents built in Dandelion will be powered by Estately
- It is estimated that more than half of Americans, approximately 56%, have no estate plan in place, leaving over 1.5 million families a year to face a death with nothing prepared*
"I was 19 when my mom died, and I was left everything except the instructions," said Amanda Brown, Co-Founder and CEO of Dandelion. "Dandelion exists so nobody else has to feel that lost. Collaborating with Estately means that when someone builds with us they create the documents and a full plan that actively protects and prepares families."
"Estately was built for the financial advisor who believes every client deserves access to estate planning tools," said Moe Loyd, Chief Revenue Officer of Estately. "Collaborating with Dandelion extends that mission directly to families, through a product built around how people actually make these pivotal decisions and share them with their families."
AN ACCESSIBLE ANSWER TO A UNIVERSAL PROBLEM
Settling an estate without a plan takes an average of 570 hours of unpaid labor and costs $18,000 in executor cost alone*, often alongside real family conflict: 44% of people have experienced or witnessed conflict while settling an estate.* Dandelion was built to close that gap before it opens. Inside the product, Dandie, an AI companion, helps families turn legal paperwork, practical details, and personal memories into one living plan. It stays current as life changes, and it extends across generations as a family names its emergency contacts. When needed, emergency contacts can access a personalized, compiled plan of what they need to do to navigate estate settlement, from ordering death certificates, to paying bills on time, to personal memories and keepsakes.
AI-NATIVE, GROUNDED IN LEGAL RIGOR
Dandelion was built in layers. The legal requirements for validity of estate planning documents that change from state-to-state and year-to-year are written into the product itself, not inferred on the fly. The AI that talks with you is kept separate from the components that handle safety, compliance, and the legal documents.
Every Will, Power of Attorney, and Advance Health Directive a family builds in Dandelion is powered by Estately, already trusted across the estate planning industry.
BUILT TO PROTECT THE FAMILIES WHO TRUST IT
Dandelion's first priority is protecting their members' data and privacy. All user data is encrypted, login requires multi-factor authentication, and a full audit trail of every user action and Dandie interaction is maintained. The company is in process on SOC 2 Type 2 certification with Vanta, and maintains Cyber and E&O insurance.
EXPANDING ACCESS BEYOND THE ADVISOR RELATIONSHIP
Estately has spent years proving out estate planning technology inside the wealth management industry. This collaboration extends that same technology directly to families managing their own plan, without requiring a financial advisor relationship first.
The collaboration is live now for new and existing Dandelion families in select states. Dandelion is currently available in California, New York, Colorado, and Washington state, with a broader rollout planned throughout the fall of 2026.
ABOUT DANDELION
Dandelion is an AI-native legacy and estate planning platform. We exist to help people create and maintain simple, real plans so their families are protected, provided for, and prepared, no matter what. Dandelion was founded by Amanda Brown and Sam Dalton. Learn more at joindandelion.com.
Dandelion's mission is to make planning your legacy an act of love.
ABOUT ESTATELY
Estately is the technology platform from FreeWill that puts estate plan creation directly into their client's hands turning a luxury offering into a standard one. Estately's technology has already helped build estate plans for thousands of clients across the wealth management industry and is now available inside Dandelion's consumer product.
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Dandelion and Estately by FreeWill are not law firms and their services are not substitutes for an attorney's advice. They offer online self-help solutions for common estate planning needs and related educational content.
* Sources: EstateExec, Caring.com 2025; CDC 2024
Lily Pearsall
Dandelion
lily@joindandelion.com
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