Willing AI Visibility Market Strategy Report - Online Estate Planning and Wills

Mark HuntleyBy Mark HuntleyFounder and CEO
12 minutes read

Key Takeaways

  • Willing had 0.31% mention presence but 0.00% valid recommendation coverage across 324 qualified observations.
  • LegalZoom and Trust & Will captured most recommendation credit, leaving Willing outside the shortlist.
  • Gemini produced Willing’s only mention; ChatGPT, Copilot, Perplexity, Google AI Mode, and Google AI Overviews returned none.
  • The main gap is retrievability in the source layer, not incremental optimization of existing visibility.

Answer Capsule

Willing holds effectively no recommendation-stage visibility in the October 2026 Online Estate Planning and Wills benchmark. The brand recorded a 0.31% raw mention presence rate, a single neutral mention, and 0.00% valid recommendation coverage across 324 qualified observations. Willing earned no top-three placements and no first-position recommendations, while LegalZoom and Trust & Will together captured the overwhelming majority of valid recommendation credit in the category. The clearest opportunity is not incremental improvement but foundational entry into the recommendation set where buyer shortlists are actually formed.

Who This Report Is For

This report is written for Willing's leadership, growth, and marketing teams, and for anyone evaluating how the brand currently appears in AI-generated estate planning recommendations compared with LegalZoom, Trust & Will, and the rest of the tracked category.

Report Card

Field

Value

Report type

AI Visibility Company Market Strategy Report

Target company

Willing

Category / market studied

Online Estate Planning and Wills

Reporting month

October 2026

AI platforms tracked

6 (ChatGPT, Copilot, Gemini, Perplexity, Google AI Mode, Google AI Overviews)

Public high-intent clusters

1 qualified (Best Online Will & Estate Planning Services)

AI observations analyzed

324 qualified observations from 800 prompt-surface observations

Competitors tracked

9

Executive Summary

Questions This Section Answers

  • How much recommendation-stage visibility did Willing actually have in October 2026?
  • What does Willing's single neutral mention say about how AI platforms are framing the brand?
  • Why does the 58.6% recommendation-shaped answer share matter for a brand outside the shortlist?

Willing is present in the October 2026 benchmark in name only. Across 324 qualified observations, the brand recorded a single neutral mention, a 0.31% raw mention presence rate, and 0.00% valid recommendation coverage. It earned no top-three placements, no first-position recommendations, and no positive framing. The benchmark's own interpretation notes flag Willing as a small-count position where month-to-month movement carries limited weight, and the October reading is consistent with that caution: the brand sits at the edge of the recommendation set rather than inside it.

The category context makes that position more consequential than the raw numbers suggest. LegalZoom leads with 73.77% valid recommendation coverage and Trust & Will follows at 72.53%, a 1.3-point gap that is the narrowest first-to-second margin in the four-month series. Quicken WillMaker & Trust (56.79%), FreeWill (55.56%), and Rocket Lawyer (43.52%) hold meaningful but declining positions behind them. The top five brands absorb nearly all recommendation credit, and the remaining five tracked brands, including Willing, share a thin residual.

Willing's single mention was neutral rather than positive or negative, which means the brand is not being framed unfavorably. It is being framed as context, not as a recommendation. That distinction matters: a neutral reference is not a shortlist placement, and the benchmark does not credit neutral mentions as valid recommendations.

The strongest signal in Willing's data is the Gemini platform, where the brand recorded one neutral mention at a 2.17% presence rate on that surface. Every other tracked platform, including ChatGPT, Copilot, Perplexity, Google AI Mode, and Google AI Overviews, returned zero Willing mentions in the qualified set. That is a platform-level absence, not a platform-level weakness.

The clearest gap is structural. Willing does not appear in the recommendation-shaped answers that now make up 58.6% of qualified responses, up 19.5 points from July 2026. As AI systems produce more recommendation-oriented answers, brands outside the shortlist become less visible over time, not more. Willing's October position reflects that dynamic.

The clearest opportunity is entry, not optimization. The brand needs to become retrievable and citable in the source layer that AI systems draw from when forming estate planning recommendations, and it needs to appear in the comparison and pricing prompt classes that the public benchmark does not yet qualify but that the collection universe already contains.

What Willing Is Winning

Questions This Section Answers

  • Does Willing have any negative framing or sentiment risk in the October 2026 data?
  • Which metrics in the benchmark show Willing in a positive light, and which show a neutral baseline rather than a strength?

Willing's evidence-backed wins in October 2026 are narrow and should be described plainly.

The brand recorded zero negative mentions. Across the single observation where Willing appeared, the framing was neutral, not cautionary or unfavorable. That is a clean starting position.

Willing also recorded a net sentiment score of 0.00, which reflects the neutral classification of its one mention rather than any positive or negative framing. The score is not a strength; it is a neutral baseline.

Beyond those two points, the data does not support additional wins. Willing has no top-three placements, no rank-one recommendations, no positive mentions, and no measurable recommendation coverage. The brand is not winning recommendation share in any cluster or on any platform in the qualified set.

Where Willing Has the Clearest AI Visibility Gaps

Questions This Section Answers

  • Which AI platforms returned no Willing mentions at all in the qualified set?
  • How far behind LegalZoom and Trust & Will is Willing in valid recommendation coverage?
  • Does the benchmark capture Willing's position in pricing and comparison prompt classes?

Willing's clearest gap is recommendation conversion. The brand is mentioned in 0.31% of qualified observations and recommended in 0.00% of them. That is not a conversion gap between presence and recommendation; it is an absence of both.

The gap is also platform-wide. Gemini returned the only Willing mention in the qualified set, at a 2.17% presence rate on that surface. ChatGPT, Copilot, Perplexity, Google AI Mode, and Google AI Overviews returned no Willing mentions at all. On a platform-by-platform basis, the brand is effectively invisible to five of the six tracked AI surfaces.

The gap is also cluster-wide. The only qualified cluster in the October benchmark is Best Online Will & Estate Planning Services, and Willing recorded no valid recommendations, no top-three placements, and no rank-one placements within it. The two higher-intent clusters the benchmark tracks, Online Will & Estate Planning Service Comparisons and Online Will & Estate Planning Pricing & Cost, returned no qualified observations in October, so the brand's position in those buyer-intent classes cannot be measured from the public data. The collection universe did contain pricing and comparison response types, which suggests the gap may extend into prompt classes the public benchmark does not yet qualify.

Compared with the strongest competitor, the distance is stark. LegalZoom recorded 239 valid recommendations and a 73.77% coverage rate. Trust & Will recorded 235 valid recommendations and a 72.53% coverage rate. Willing recorded zero valid recommendations. The brand is not competing for position within the shortlist; it is outside the shortlist entirely.

Biggest Opportunity

Questions This Section Answers

  • Which competitor domains appear in the top-cited sources, and where does Willing's domain rank?
  • What does the citation pattern suggest about the link between owned content and AI recommendations?
  • Which cluster is the highest-leverage starting point for Willing to build retrievability?

Willing's single biggest opportunity is to become part of the public evidence layer that AI systems retrieve when forming estate planning recommendations. The benchmark's citation data shows that three tracked brands' own domains appear among the top 10 most-cited sources in October 2026: freewill.com at rank 6 with 117 citations, legalzoom.com at rank 7 with 115 citations, and trustandwill.com at rank 8 with 81 citations. Those three brands also hold the strongest recommendation positions in the category. Willing's domain does not appear in the top 10.

That pattern does not prove causation, and the benchmark explicitly states that source presence is evidence about the information environment rather than proof that a source caused a recommendation. But the observed data suggests that brands with retrievable, citable owned content are more likely to appear in the answers AI systems generate. For Willing, the highest-leverage move is to build the owned answer layer and citation footprint that would make the brand retrievable in the first place, starting with the Best Online Will & Estate Planning Services cluster where the benchmark already measures recommendation behavior.

Competitive Landscape

Questions This Section Answers

  • Which brands hold top-three and rank-one positions in the category, and how does Willing's row compare?
  • Why is Willing's average recommended rank listed as not applicable?
  • Which brand sits just above Willing in the table, and what does that reveal about the bottom of the tracked set?

LegalZoom and Trust & Will hold recommendation-stage strength in the Online Estate Planning and Wills category, with Quicken WillMaker & Trust, FreeWill, and Rocket Lawyer forming a second tier. Willing sits at the bottom of the tracked set, with no recommendation-stage presence to speak of.

Brand

Top-3 rate

Rank-1 rate

Avg recommended rank

Sentiment

Trust & Will

70.37%

33.02%

1.7094

0.8400

LegalZoom

67.59%

23.46%

2.1134

0.8084

Quicken WillMaker & Trust

41.05%

5.56%

2.9620

0.9588

FreeWill

32.72%

14.20%

2.8876

0.8710

Rocket Lawyer

10.19%

1.23%

4.0286

0.8712

Fabric

3.09%

0.93%

3.1333

0.6818

GoodTrust

1.85%

0.00%

4.3243

1.0000

Tomorrow

1.54%

0.31%

2.5000

1.0000

Wealth.com

0.00%

0.00%

5.0000

1.0000

Willing

0.00%

0.00%

N/A

0.0000

Average recommended rank covers rank-eligible recommendations only.

Willing's row shows no top-three placements, no rank-one placements, and no rank-eligible recommendations, which is why average recommended rank is not applicable. The brand's sentiment score of 0.0000 reflects a single neutral mention rather than any positive or negative framing. The table shows Willing at the bottom of the tracked set, behind Wealth.com, which at least recorded one rank-eligible recommendation at an average position of 5.

Prompt Evidence

Gemini / Best Online Will & Estate Planning Services Prompt: "online wills" Result: Willing appeared once as a neutral reference, with no recommendation placement and no positive framing.

ChatGPT / Best Online Will & Estate Planning Services Prompt: "best online will maker" Result: No Willing mention. The response surfaced recommendation-stage brands including LegalZoom and Trust & Will.

Google AI Overviews / Best Online Will & Estate Planning Services Prompt: "What is the best online legal document service?" Result: No Willing mention. The response drew on the strongest recommendation-stage brands in the category.

Perplexity / Best Online Will & Estate Planning Services Prompt: "online will and trust" Result: No Willing mention. The response returned recommendation-stage brands with no reference to Willing.

What CiteWorks Studio Would Do Next

Phase 1: AI Visibility Market Discovery Audit Map every prompt where Willing is absent, identify which competitors are recommended instead, and establish the baseline for the brand's current retrievability across all six tracked AI surfaces.

Phase 2: Recommendation Readiness Plan Define the specific prompt classes, buyer-intent clusters, and comparison contexts where Willing needs to appear, and prioritize the clusters with the highest commercial intent.

Phase 3: Owned Answer Layer Buildout Build the owned pages, structured content, and answer-shaped assets that give AI systems a clear, retrievable reason to reference Willing in estate planning recommendations.

Phase 4: Citation / Authority Layer Development Develop the third-party source footprint, including nonprofit, news, and community citations, that supports the brand's presence in the public evidence layer AI systems draw from.

Phase 5: Monthly AI Visibility and Recommendation Tracking Track Willing's presence, valid recommendation coverage, top-three rate, rank-one rate, and sentiment month over month against the same benchmark the category leaders are measured on.

Why This Matters

AI systems are now producing recommendation-shaped answers in 58.6% of qualified estate planning responses, up 19.5 points from July 2026. That shift means the buyer shortlist is increasingly formed inside AI answers, not on search results pages. Brands that appear in those answers are considered; brands that do not are not.

Willing's October 2026 position is a clean but empty starting point. The brand has no negative framing and no recommendation presence. The next move is not to defend a position but to build one, by correcting the prompt, page, and citation layers that determine whether AI systems can find, retrieve, and recommend the brand at the moment buyers are forming their shortlist.

Core Metrics

Metric

Value

Mentions

1

Valid recommendations

0

Top 3 recommendation count

0

Rank #1 recommendation count

0

Average recommended rank

N/A

Positive mentions

0

Neutral mentions

1

Negative mentions

0

Raw mention presence rate

0.31%

Valid recommendation coverage

0.00%

Top 3 recommendation rate

0.00%

Rank #1 recommendation rate

0.00%

Net sentiment score

0.0000

Strongest cluster by recommendation behavior

Best Online Will & Estate Planning Services (no valid recommendations recorded)

Strongest platform by recommendation behavior

Gemini (1 neutral mention, 2.17% presence rate on that surface)

Sentiment Score

Questions This Section Answers

  • Why does Willing's net sentiment score of 0.0000 reflect an absence of signal rather than a healthy balance?
  • Why is a neutral mention not equivalent to a positive recommendation when interpreting AI visibility?

Sentiment Score = (positive mentions × 1 + neutral mentions × 0 + negative mentions × -1) / total mentions

For Willing in October 2026, that calculation is (0 × 1 + 1 × 0 + 0 × -1) / 1 = 0.0000.

The score is neutral because the brand's single mention was classified as neutral, not because the brand has balanced positive and negative framing. A score of zero in this case reflects the absence of any directional signal, not a healthy equilibrium.

This matters because unclassified mention counts are misleading. A brand with one neutral mention and a brand with one positive recommendation are not in the same position, even though both would show a mention count of one. Share of voice is a diagnostic metric, not a business KPI. A positive recommendation, a neutral reference, a cautionary mention, and a competitor-displaced mention are not equal, and counting all mentions as wins is bad measurement. Classified sentiment is required before interpreting AI visibility, and for Willing the classified picture is clear: the brand is referenced, not recommended.

Sentiment by Platform

Questions This Section Answers

  • On which platform did Willing record its only mention, and how was it classified?
  • What does the platform-by-platform readout say about Willing's presence on ChatGPT, Copilot, Perplexity, Google AI Mode, and Google AI Overviews?

Platform

Mentions

Positive

Neutral

Negative

Sentiment Score

Readout

Gemini

1

0

1

0

0.0000

Present as context, not recommendation

ChatGPT

0

0

0

0

N/A

No public presence in this packet

Copilot

0

0

0

0

N/A

No public presence in this packet

Perplexity

0

0

0

0

N/A

No public presence in this packet

Google AI Mode

0

0

0

0

N/A

No public presence in this packet

Google AI Overviews

0

0

0

0

N/A

No public presence in this packet

Methodology

  1. Report orientation: This is a benchmark-based AI Visibility Company Market Strategy Report for Willing, derived from the LLM Authority Index Online Estate Planning and Wills benchmark and the associated October 2026 metrics aggregation. It is not a client implementation case study.
  2. Reporting window: October 2026, with cumulative comparison to the July 2026 baseline where the source data provides it.
  3. Platforms tracked: Six canonical AI and search surface families, specifically ChatGPT, Copilot, Gemini, Perplexity, Google AI Mode, and Google AI Overviews.
  4. Observation count: 324 qualified observations in October 2026, drawn from 800 source prompt-surface observations, 665 unique questions, and 418 relevant prompts.
  5. Competitor universe: Ten tracked brands, specifically Trust & Will, Fabric, FreeWill, GoodTrust, LegalZoom, Quicken WillMaker & Trust, Rocket Lawyer, Tomorrow, Wealth.com, and Willing.
  6. Public clusters used: One qualified cluster, Best Online Will & Estate Planning Services. The Online Will & Estate Planning Service Comparisons and Online Will & Estate Planning Pricing & Cost clusters returned no qualified observations in October 2026.
  7. Stage 0 role: Stage 0 extraction retains the query, AI or search surface, answer, brand outcome, recommendation placement, sentiment, and, where exposed, citations or attributable evidence sources for each observation.
  8. Definition of a mention: A mention is any appearance of the brand in a qualified AI response, regardless of whether the brand is recommended, referenced neutrally, or framed negatively.
  9. Definition of a valid recommendation: A valid recommendation is a positive recommendation with a rank position between 1 and 10. Neutral mentions, cautionary mentions, and comparison anchors are not counted as valid recommendations.
  10. Ranking interpretation: Top-three rate, rank-one rate, and average recommended rank are calculated only over rank-eligible recommendations. Average recommended rank is not applicable when a brand has no rank-eligible recommendations.
  11. Dataset normalization: Brand names are normalized to their canonical forms. Platform names are reported only where the source data contains observations for that platform.
  12. Limitations: The public benchmark does not measure market share, attributable sales, every possible AI response, organic-search ranking, social mention volume, or private or sponsored channels. Small-count movements, including Willing's single mention, should be interpreted with caution. A metric movement alone does not establish causality. The benchmark's public series currently qualifies only the Brand Recommendation buyer-intent class, so pricing and head-to-head comparison behavior cannot be measured from the public data.

See Where AI Is Recommending Your Brand

The public benchmark shows where Willing stands in the category. A company-level AI visibility audit shows which prompts the brand is missing, which competitors are being recommended instead, and which source and citation patterns are shaping those answers. The audit maps prompt, platform, competitor, ranking, sentiment, and evidence-source patterns into a prioritized visibility strategy for the brand's specific position in the AI recommendation landscape.

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Understanding AI search visibility.

AI search experiences create answers by pulling information from many places online and summarizing it into a single response.

What Is AI Citation Intelligence?
AI citation intelligence is the process of measuring where AI platforms source their information and how frequently a brand is mentioned or referenced in AI-generated responses. Because LLMs synthesize across multiple sources, the sites and brands that appear repeatedly tend to influence how a topic or company is framed. This practice focuses on identifying which sources shape AI outputs and tracking brand visibility across different AI systems.
What Is Citation Architecture?
Citation architecture describes the set of sources that consistently inform how AI systems talk about a brand, product, or topic. LLMs draw from websites, articles, forums, and public discussion, and the sources they rely on most often become the backbone of their answers. Building strong citation architecture means ensuring that accurate, credible, high authority sources are the ones most likely to shape the way AI tools summarize and recommend a brand.
What Is Generative Engine Optimization?
Generative engine optimization (GEO) is the practice of improving the chances that AI systems use and cite your brand or content when generating answers. While traditional SEO is centered on ranking pages in search results, GEO focuses on how LLMs retrieve, interpret, and combine information when responding to a question. The objective is to strengthen the content and sources AI systems rely on, so your brand is treated as a trusted reference in AI responses.
What Is AI Share of Voice?
AI share of voice tracks how often a brand appears in AI-generated answers compared with competitors in the same category. It reflects visibility across AI platforms such as ChatGPT, Gemini, Claude, and Perplexity. Monitoring AI share of voice helps organizations see whether AI systems consistently include and recommend their brand for key queries or whether competitor brands are showing up more often.

About The Author

Mark Huntley

Mark Huntley

Founder and CEO

Mark Huntley, J.D. is founder of CiteWorks Studio, a strategic advisory focused on visibility, authority, and recommendation presence in AI-shaped search environments. His work centers on embedding-level GEO, vector optimization, and cosine gap engineering — helping brands align their digital presence with the retrieval systems that increasingly shape discovery, interpretation, and choice.

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