Write a Will (in just 10 minutes!)

A new feature, specifically for Branded Alpha Legal subscribers, lets you write simple Wills and other documents from within Alpha Legal – typically in just 10 minutes! The software guides you through the required sections, presenting you with the questions to answer, displaying a summary of progress and even a preview of the results on the generated document.

To get started with the Client Details section, you can create a new contact, select an existing Alpha Legal contact or import them from a spreadsheet, marketing campaign, partner system or Will Maker Direct.

Then simply next page through the sections answering the questions as you go. Each completed section (eg Executor, Guardian, Specific Legacy, Beneficiary etc) is ticked in the Progress tracking area.

When you have completed all the sections, a summary of the key facts is displayed which you can easily share with the client on Alpha Legal for them to review. You can even create a Mirror Will directly from these summary details for the client’s partner.

Then generate the final Will document as a PDF and send it to the client via Alpha Legal’s secure messaging. Could it be any quicker!

Alpha Legal Simple Will User Guide

It's easy to use the Write a Will feature, but if you'd like extra help you can download a copy of the Alpha Legal Simple Will User Guide from here: