How do I download the Will / Asset List?
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. The Asset List can be separately extracted from the Asset List selection when you click on the “…” as shown in the image below.
To download the Will and/or Asset List, load the Will profile and go to 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.