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2019-03-12
Some functions are not readily apparent but overall it is a great tool. I had difficulty when it auto-filled a date field that I wanted to leave blank. I struggled to clear it because the dropdown appeared every time I tried, and if I deleted the current date got restored by the dropdown. Then after I finally blanked the field it jumped to another and did the same thing. Once I got that cleared it would not let me go to the next page, insisting I populate another field intentionally left blank. I used the slider to jump forward and then approach the page I wanted from the other direction.
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2021-05-26
so far i like it and that is 15 min…
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2020-12-01
The NC OTP was a perfect match and was all that we needed to get the buyer and seller on the same page. Although it wasn't used by the attorneys it could have easily been used since it was identical to the one they used.
2020-09-15
Create Record Codicil to Will Feature
Easily update your will with our Create Record Codicil to Will feature. This tool allows you to modify your existing will without starting from scratch, ensuring your wishes are clear and legally binding.
Key Features
Simple interface for easy navigation
Step-by-step guidance throughout the process
Secure storage of your codicil document
Ability to add, change, or remove beneficiaries
Complies with legal standards for codicils
Potential Use Cases and Benefits
Change beneficiaries after major life events, such as marriage or divorce
Add new assets to your estate plan as you acquire them
Clarify instructions regarding guardianship of minors
Make adjustments to your will as your financial situation changes
Ensure your estate reflects your current intentions
This feature addresses your needs by making it straightforward to update your will. You won’t have to create a new document each time you need to make a change. Instead, you can create a codicil that complements your existing will. This approach saves you time, reduces complexity, and keeps your estate planning organized. With our Create Record Codicil to Will feature, you can feel confident that your final wishes are accurately reflected and easily accessible.
#1 usability according to G2
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