How to Export a completed Will to your Desktop

You as the lawyer have completed filling in your client’s information and instructions. This explains how you export it into a Word document file and save to your computer desktop.

Step 1

Scroll to the bottom of the client profile page. You will see:

Click on either “Will” or “Memorandum of Wishes”.

Step 2

You have the option to choose which clauses to show on the final contract. All clauses are automatically generated. De-select the clauses you do not wish to show on the finalised document, by clicking the tick box.

Step 3

When you are ready to download the will, simply click the green “Export” button at the bottom right hand side.

Then choose “Start Download”. Select a location on your desktop or downloads folder.

Your client’s completed Will will be in Word Document format.

You can return to edit or amend any information and print new copies of the Will if you need to.