Before getting started, please make sure you read the following points:

  • Make sure your client has thoughroughly completed the relevant questionere. Drafting the will will be more efficient if all of the questions are completed.
  • Make sure to consult with the client regarding any additional concerns the client has.
  • When you input the client's answers in the application, input them exactly as you want it to appear in the will. Do no not leave any extra spaces and watch your capitalizations.
  • The final document will be downloaded in Word format. You will be able to edit the document so that it further addresses your client's concerns.
  • It is always good practice to completely review the final draft before going through with the execution.