How do Online Wills Work?

Most Online Will sites guide you through a simple 3-step process:

1. Answer Questions. You’ll be guided through a series of fill-in-the-blank questions about your wishes regarding your family, your property, who you want to be in charge of making sure your wishes are taken care of. The questionnaire is often provided at no charge, and most people can complete it within about 30 minutes.

2. Review Answers. You’ll have an opportunity to review your own answers for completeness and accuracy. Some sites also provide online tools and “ask a lawyer” features to give you a more in-depth review.

3. Finalize Documents. The last step is to receive your documents online or in the mail. The Online Will site will also provide instructions for getting signatures to finalize your documents, as well as storage recommendations.

Going Forward:

Now that you have a basic idea of what you need to do to create your Will, here are some additional resources to help answer any questions you may have:

This information is not intended as legal, accounting or other professional advice. For assistance in charitable planning, consult an attorney for legal advice or the services of a qualified professional.