How do I update my name in HeirLight?

Go to Settings, open Account, and tap on your name. Update the details as needed and save your changes.

What if I am not ready to regenerate my documents right away?

There is no rush. You can go to the Overview screen and regenerate your documents whenever you are ready.

Why is it important to keep my name current in HeirLight?

Keeping your name current ensures your will and other documents stay accurate and legally reflect who you are.

How to update my name

Q: Do I need to regenerate my documents after updating my name?

Yes, if you have already generated a will or other documents, it is a good idea to regenerate them so they reflect your updated name. HeirLight will prompt you to do this after saving.

Keeping your name current helps make sure your documents stay accurate.

How to Update Your Name

Tap the settings icon in the top right corner of the screen.
Open Account, then tap on your name.
Update the details as needed.

If You Have Already Generated Documents

If you have previously generated a will or other documents, it is a good idea to regenerate them so they reflect your updated name.

We will prompt you to do this after saving your changes. If you are not ready right away, you can always go to the Overview screen and regenerate when it feels like the right time.

There is no rush. Your documents will be waiting when you are ready.