How To Add Witnesses
To add witnesses for your client's will in the Legacy Planner system:
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Navigate to the "Witnesses" section
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Enter the details of the chosen witnesses (must not be beneficiaries)
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Save the witness information
Note: You cannot add witnesses via the address book; use the dedicated button for this purpose.
FAQ - Witnesses
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Who can be a witness to a will?
Witnesses should be individuals who are not beneficiaries of the will. They should be of legal age and sound mind. -
Can a beneficiary act as a witness?
No, beneficiaries cannot be witnesses to the will. This is to avoid any potential conflict of interest. -
Where do I add witness information?
You need to go to the dedicated "Witnesses" section within the will creation process. You cannot add witnesses through the address book.