How do I update my will in HeirLight?

You can update your will by chatting with Faye on the Chat screen or editing your details manually in the Inventory screen. Once updated, go to the Overview screen to review and generate a new version.

What can I update in my will?

You can update anything including your assets, who you want to leave things to, and your funeral wishes. Any change you make can be reviewed before generating a new version.

How do I know if my changes are significant enough to generate a new will?

After making changes, tap Review Changes on the Overview screen. HeirLight will show you what was updated and indicate how critical the changes are, so you can decide whether to generate a new version.

How many times can I update and regenerate my will?

As many times as you need. There is no limit to how often you can update your information and generate a new version of your will.

Where do I find my updated will after it has been generated?

Go to the Overview screen and tap Refresh to check the status. Once generation is complete, a Download button will appear for you to save your new will.

How to update my will

Life changes. Your will can change with it.

Adding a new asset, updating who you want to leave things to, or recording your funeral wishes are all things you can do at any time. When something in your life shifts, your plan can shift too. Here is how to make an update.

Make Your Changes

There are two ways to update your information.

Chat with Faye. Open the Chat screen and tell Faye what has changed. She will ask the right questions and guide you through it one step at a time.
Update manually. Open the Inventory screen and edit your details directly at your own pace.

Both ways lead to the same place. Use whichever feels easier.

Review What Changed

Once your updates are saved, open the Overview screen.
You will see an Update Available status letting you know something has changed.
Tap Review Changes to see a summary of everything that was updated.

We will also let you know how significant the changes are, so you can decide whether now is the right time to generate a new version. There is no pressure to generate immediately. You can keep making changes and come back when you are ready.

Generate Your Updated Will

When you feel good about your changes, tap Generate at the bottom of the screen.

Download Your New Will

Head back to the Overview screen and tap Refresh to check on the status.
When it is ready, a Download button will appear.
Tap Download and your updated will is yours.

You can update and generate as many times as you need. There is no limit. Your plan should always reflect where you are in life, and HeirLight is here to make that easy.