How can I add beneficiaries who aren’t my children or my spouse?
The current will template doesn’t support adding other beneficiaries. The wizard will nonetheless collect your responses and contact your financial professional or designated legal representative, so they can assist in getting a suitable and accurate will completed.
What if I already have a recent and Valid Will?
Should you already have a recent and valid Will there will be no need to express interest in creating another one. Simply upload a copy of your Will into the portal to ensure you and your family have access. For upload instructions, simply click here.