The will summary allows you to review all the key information of your proposed will before the final document is generated.
How To Review the Will Summary:
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Navigate to the "Will Summary" section
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Review the generated summary with your information and contact details
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Check the appointed executors information
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Verify the list of assets entered into the system
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Review information about witnesses, guardians, residual estate distribution, and charitable donations
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Share the summary with your client for verification
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Ensure all details are correct before final will generation
FAQ - Will Summary
What is the purpose of the will summary?
The will summary allows you to review all the key information of your proposed will to ensure accuracy before the final will document is generated.
What information is included in the will summary?
The summary includes your personal details, appointed executors and witnesses, asset list, guardian information for minor children, residual estate distribution plan, and charitable pledges.
What should I do after receiving the will summary?
You should carefully review all the information to confirm its accuracy and inform your attorney of any discrepancies before the final will document is generated.