STEPS TO GENERATE YOUR FREE WILL
- Vaishnavi Majji
- Jul 22
- 2 min read
In this guide, you will learn how to manage your personal details in the dashboard. By the end, you will also know how to view, edit, and update your information, control who can access it, and generate your free Will.
Step 1: Whenever customers login to the app, they are greeted with a dashboard displaying their personal details and other details along with respective counts.
Step 2: By clicking on My Personal Details icon, you will be redirected to the My Data Report, where your name, email, and phone number are pre-filled.
Step 3: Right click on a record to access options like Edit, View Record, Print, Select this record, and Select all records. Clicking on Edit will redirect you to my personal details report.
Step 4: Clicking on Edit will redirect you to Add Personal Details form.
Step 5: Select the Share with Family checkbox to allow family members (who are signed up as customers or dependents) to access your personal and financial details in read-only mode.
Step 6: Select the Share with Legal Team checkbox to securely share your data with the legal team for Will processing and other legal services. Your information will remain confidential and secure. The form also includes a "Will Template" field, where the generated free will document will be auto-uploaded.
Step 7: In the Financial Documentation section, customers can edit and delete records to manage and store all their document soft copies in one place. Click on Edit to make changes to your financial documents.
Step 8: Select the document type from a dropdown menu, enter the document details, and upload a copy.
Step 9: Customers can upload multiple documents by clicking on Add New.
Step 10: Clicking on update will redirect you to my data report. By clicking on Create Will, a free will draft is generated and auto-uploaded in the "Will Template" field only if the Share with Legal Team checkbox is selected.
Step 11: If the Share with Legal Team checkbox is not selected and you click on Create Will, a pop-up will appear prompting you to select the checkbox to proceed with Will generation. Once you select the checkbox and click Create Will, the document will be generated.
That's it! You have successfully updated your personal details, managed access to your information, and generated your free Will.
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