How do I download the Will / Asset List?
To download the Will and/or Asset List, load the Will profile and go to the Summary page.
At the bottom of the page, make sure that the client acknowledges the text under "Important" before ticking "I agree". Click on the "Generate Will" button (if this is the first time the Will is being generated) or "Update Will" button (if the Will has previously been generated).
You will need to complete the invoicing step before you can download the final document. Meanwhile can download the draft Will using the “Draft” button located at the bottom of the Summary page.
Scroll to the Will and Asset List section and click on the Last Generated Will and/or the Asset List respectively to open up the document(s) in a separate tab. You can then save the documents as PDF if needed.
If you see the text “There are changes since the last generated Will”, you can update the generated Will using the "Update Will" button at the bottom of the Summary page.