It is essential to keep your Will up to date with any changes to your circumstances or preferences. With a Safewill subscription, you can make unlimited updates and receive a new Will each time, entirely free of charge!
Safewill offers an annual subscription for $15/year, which includes unlimited updates and digital storage. If your subscription lapses, an $80 unlock fee applies to regain editing access.
There are several scenarios where you might need to update your Will: whether it’s an unsigned Will, an existing Will that needs modifications, or a Will requiring corrections after printing.
Additionally, you may need to remove a person from your Will, such as a beneficiary, executor, partner, or ex-partner, to ensure it reflects your current wishes.
You can edit your Will in a few steps:
Log in to your account.
Navigate to the relevant section to make updates. For example, select the 'Estate' module if you wish to change how your estate is divided up between your chosen beneficiaries, or go to 'Beneficiaries,' 'Family,' or 'Roles' to make specific changes.
If removing a person, ensure you unassign them from any roles (e.g., executor, attorney, or backup beneficiary) before proceeding.
Submit your Will to be reviewed once changes are made. Safewill ensures all updates are legally sound through this process.
After approval, print and sign the updated Will according to the provided instructions. Remember to have two witnesses sign it as well.
Store the signed Will in a secure place. Repeat this process as often as needed with your Safewill subscription.
If you encounter issues, ensure you have the necessary permissions or contact support for assistance.
Updating an Unsigned Will
If your Will has not been signed yet, making edits is straightforward and can be done at any time before finalization.
Follow these steps to do so:
Log into your Safewill account by visiting https://safewill.com.
Locate the 'Edit Your Will' section within your account and start making changes.
Submit the revised Will for review by Safewill's experts to ensure it meets all legal requirements.
Once approved, print the final version of the Will and proceed with signing as required.
Removing a Person from Your Will
Removing a person from your Will in Safewill is a straightforward process. Follow these steps to ensure your Will reflects your current wishes:
Log in to Your Safewill Account
Access your Safewill account using your login credentials.
Navigate to the Relevant Section
Open your dashboard and select your Will.
Go to the section where the person is listed (e.g., Beneficiaries, Family, or Roles).
Remove the Person
Locate the individual you wish to remove.
Click the "Remove" option next to their name. This action will delete them from your Will entry.
If the person is assigned to any roles (e.g., executor, attorney, or backup beneficiary), unassign them from those roles before removing their contact. This ensures your Will remains valid and reflects your intentions.
Updating Related Details
Address Updates: If you need to update your address or other personal details, navigate to the "About Yourself" section and make the necessary changes.
Beneficiary or Guardianship Updates: If the person you are removing is listed as a beneficiary or guardian, update these details in the relevant sections to ensure your Will reflects your current wishes.
Submitting and Finalising Changes
Review Your Changes
Carefully review all updates to ensure accuracy.
Submit for Legal Review
Submit your updated Will for review by Safewill’s legal team. This step ensures that your changes comply with legal requirements.
Download and Print the Updated Will
Once approved, download and print the updated Will.
Sign the new version to finalise the changes.
Correcting Errors After Printing
If you’re unable to edit your Will, check your subscription status or contact Safewill support for help.
Even if your Will has already been printed, Safewill makes it possible to correct errors efficiently. Here’s how:
Log into your Safewill account via https://app.safewill.com/log-in.
Make the required corrections, such as adjusting inaccurate information or fixing minor mistakes.
Save your changes and reprint the updated Will. Ensure you follow the signing instructions to validate the document.
Maintaining an active subscription ensures you can make unlimited updates and access digital storage for your Will.
Summary
Safewill gives you the tools to update and modify your Will at various stages—whether it’s unsigned, existing, or already printed. With a Safewill subscription, you can handle all these amendments easily and ensure your Will remains up-to-date without any hassle.
This includes the ability to remove individuals, such as beneficiaries or executors, ensuring your Will reflects your current intentions.