Having a copy of your Will stored securely within your portal gives you peace of mind that should anything happen, your team members and financial professionals have immediate access.
To upload your Will
1. From the dashboard, navigate to Protection>Wills>select the relevant Team member.
2. From here, click on the edit pencil and update any details regarding your Will. Click 'Save'.
3. Select the 'Documents' tab and click 'Add document'- choose your file and click open.
5. Your Will is now stored in the Protection area. You will also see a copy of your will stored in your 'Docs' section.
To upload a family member's will
1. In the Protection area, click '+Add Will'
2. A pop-up box will appear. Select 'Will' as the category and in the 'Short Description' field, type the name of the person the will belongs to. Click 'Save'.
3. The new family member will now appear in the Wills area, and you can follow along from step 3 above.