SoFi and Ladder Expand Partnership with Estate Planning for SoFi Members

Today, we are pleased to announce an expansion of our partnership with Ladder to include estate planning. SoFi members now have the ability to draft their will for free and can also access legal services and more complex estate-planning needs, including setting up a living trust and establishing power of attorney, for an additional cost.

In these uncertain times, SoFi continues to be committed to helping our members manage their financial needs for every stage of life. While it may seem like a stressful task, creating a will offers reassurances that your assets will be handled according to your wishes. With the addition of an estate planning member benefit, SoFi and Ladder hope to bring members confidence as they prepare for their family’s future.

The partnership with Ladder is powered by NetLaw, an award-winning online legal document platform, to provide a way for SoFi members to obtain estate planning documents which may be used to draft a will for free. SoFi members can access this benefit from the SoFi Protect life insurance page, which will direct them to create an account and follow a step-by-step guide to draft a will. SoFi members will also have the ability to store documents in a secure online document vault and make unlimited revisions to their will. Those members who wish to obtain legal services or have more complex estate-planning needs, like setting up a trust or power of attorney, will be able to assemble those services and documents as well, for an additional cost.

In addition to estate planning, SoFi members can also apply for life insurance coverage through Ladder that has competitive pricing, is quick to set up, and easy to understand. Members get access to flexible coverage that ranges from $100K to $8M and 10 to 30 years, with the option to adjust at any time.

To learn more about the estate planning benefit, visit the SoFi Protect homepage.

SoFi will be paid a marketing fee by Ladder when customers make a purchase after linking from the SoFi website.

The service available through SoFi is limited to access to estate planning documents, which is not a substitute for legal advice. Some customers will require legal advice to establish an appropriate estate plan. SoFi does not provide legal or tax advice.

SoFi offers customers the opportunity to reach Ladder Insurance Services, LLC to obtain information about estate planning documents such as wills. All services from Ladder Insurance Services, LLC are their own. Once you reach Ladder, SoFi is not involved and has no control over the products or services involved. The Ladder service is limited to documents and does not provide legal advice. Individual circumstances are unique and using documents provided is not a substitute for obtaining legal advice.

SoFi Lending Corp. or an affiliate CFL# 6054612, NMLS #1121636 ( Advisory services are offered through SoFi Wealth, LLC an SEC-registered investment adviser. Brokerage products and SoFi Checking and Savings® are offered through SoFi Securities LLC, member FINRA/SIPC. Neither SoFi nor its affiliates is a bank. ©2020 Social Finance, Inc.


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