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How to generate my will
Getting your will done is simpler than it might seem. HeirLight gives you two ways to work through it, and you can check your progress at any point along the way.
Here is how it works, from start to finish.
Fill In Your Details
There are two ways to complete your will. You can use either one, or a mix of both.
- Chat with Faye. Open the Chat screen and work through your details conversationally. Faye will ask you questions one step at a time and fill in your information as you go.
- Fill out the forms manually. Open the Inventory screen and complete the forms directly. This is a good option if you prefer to move at your own pace.
Both paths lead to the same place. Use whichever feels easier.
Check Your Progress
At any point, you can open the Overview screen from the bottom navigation. There you will find a checklist showing what has been completed and what is still pending.
Preview Your Document
- Go to the Overview screen.
- Tap Refresh.
- A Preview button will appear. Tap it to review your will before generating the final version.
Generate Your Will
- When you are ready, tap Generate.
- If you have not subscribed yet, you will be taken to the subscription page to get started.
- If you are already subscribed, you will be asked to verify your address and email before the document is generated. You only need to do this once. Future documents will not require verification again.
Download Your Will
- Once generation is complete, return to the Overview screen and tap Refresh to check the status.
- When it is ready, a Download button will appear.
- Tap Download and your will is yours.
