Begin a will task by understanding the information already in your plan and the questions you need answered. The wills area can be a starting point for preparation, but preparing information in an app is different from meeting the legal requirements for a will. Those requirements depend on your circumstances and the relevant jurisdiction.
Start with the work already shown
- Open the wills area from the will guide action in your account-holder area.
- Review what is already available before deciding whether to start or continue a preparation task.
- Identify the assets, people and instructions you need to check. Use the related guides to review the underlying information rather than assuming it is complete.
- Follow only the actions currently offered in the wills area. Read the instructions and check the result of each action you take.
- Keep unresolved questions separate from decisions you have actually made. Pause if the next step asks for something you do not understand.
Prepare questions for review
A useful list might include an asset description that needs checking, a person's contact details or a question about how to express your intentions. Keep the list concise and avoid including passwords or access codes. If a supporting file matters, identify which document and version you mean rather than relying on a filename alone.
Review people and assets for consistency. If your intentions have changed, identify the affected information before acting; do not assume that changing one record automatically changes every document. You may need to ask a qualified professional how an existing document should be handled.
Separate preparation from legal effect
A generated or stored document, a completed guide and a role label are not proof that signing, witnessing, registration or other legal requirements have been met. Do not assume a single process applies to every country, family or type of property. Obtain qualified advice about validity, execution and any duties before relying on the result.
For a technical problem, contact support with the area, action and safe error text. For questions about legal effect, use an appropriately qualified adviser rather than treating technical support as legal approval. Continue to the assets, documents or Members guides to review information that feeds into your preparation.