To enable the Will Wizard feature:
- In your Partner Portal, navigate to Configure > Will Wizard in your partner dashboard.
Note: You must have proper permissions within the portal to complete this task.
- Tick the box for “Enable will generation” and select your will provider. You have 2 options:
- You can choose our default estate planning partner, View Legal. This option powers the generation of a pre-populated basic will for all eligible clients who complete the Will Wizard.
- Alternatively, you can nominate the law firm of your choice. With this option, the Will Wizard will collect the data your clients have entered into the Wizard and email it to the law firm you’ve nominated.
Expert Tip: If you go with Option 2, it’s a good idea to reach out to your legal partner and let them know, so they can expect emails from the portal.
What if my client already has a will?
If your client already has a will, they can upload it directly to the Protection section of their wealth portal, so long as they are on a Pro subscription. Clients on Pro can also get an Executor Kit through the Executor Kit Wizard.
For more information on the Will Wizard, visit the Will Wizard support page on the [client support knowledge base].