Setting up a Legal Will
Once all sections are completed, clients will be instructed to print, sign, and notarize their Legal Will. (Requirements may vary by state)
Follow the prompts and add heirs, executors, and guardians to the pets, valuables, and real estate.
First set up the Legal Will. Clients will be asked to start with some basic information.
Here are helpful videos that your clients will also see along the way:
● What do I need a Legal Will? ● What are heirs? ● What are executors? ● Designating a guardian ● Adding your valuables ● Finalizing your Legal Will
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