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. Navigate to 'Financial'>'Wills' from the menu on the left of your portal.
2. The Wills area opens. Click 'Add wills'.
3. A slide-out window opens. Select the Owner of the will from the dropdown, enter the name of the will, the date and add any notes if necessary. Click 'Save'.
Note: You can add different Will owners via the 'Team' area of your portal.
4. Your Will has now been created in the portal. Click 'See details'.
5. The Will details opens, where you can view or edit information as required.
6. To upload a copy of your will, click 'Documents'.
7. Drag and drop your Will into the space provided or click 'Browse' to search your device.
Once uploaded, the Will is stored in the Will area. You will also see a copy automatically stored in your 'Docs' area.