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 Wizard” and select your will provider.
Expert Tip: 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. Clients on Pro can also get an Executor Kit through the Executor Kit Wizard.