When can I download my Will?
After you have submitted your Will for review, it is sent to our affiliate law firm Safewill Legal who will review your Will for you. Your Will is reviewed to ensure that the information you have entered correctly follows the questions that have been asked in the Safewill platform.
If your Will has been approved: If our legal advisors have not picked up any concerns with your Will, you will receive an email letting you know your Will has been approved. Once your Will has been approved, you can log into your account to download your Will.
If your Will has been flagged: If our legal advisors have identified any areas that require your attention, you will receive an email informing you about this and you will then be able to log into your account to see which areas have been flagged and our recommendations on next steps.
What Should I Do if My Will Is Flagged?
If your will is flagged, here’s a step-by-step guide to resolve the issue:
Log In to Your Safewill Account: Begin by accessing your account on the Safewill platform.
Review the Flag Notification: Upon logging in, you’ll see specific reasons why your will was flagged. This will provide guidance on whether updates are needed in the Estate/Gift section, Notes section, or elsewhere.
Update Your Will Accordingly: Follow the provided instructions to make corrections or adjustments as necessary. Ensure that all legal and binding aspects are specified correctly.
Save or Download the Adjusted Will: Once the changes are made, you can save or download the corrected version of your will for your records.
How can I download my Will?
Once your Will has been approved, follow the steps below to download it:
Log In to Your Safewill Account: First, log in using your registered email and password.
Locate the Dashboard: Navigate to the main dashboard where you will see a prominent option labeled "Download Your Will."
Download Your Will: Click "Download Your Will" to save the approved document to your chosen device.
