Adding a Codicil (WillPowerWeb)

Adding a Codicil (WillPowerWeb)

If you need to add a codicil to a Will for your client, you can do so by navigating to the Codicil tab on the Wills/POA/Codicil Screen in WillPowerWeb. 

To add a codicil, perform the following actions:

  1. Specify the date the will was signed in the Date Will Signed field.

  2. Press the Add New Codicil link. A section to add a codicil will appear. Add the codicil number and date in the Codicil No. and Codicil Date fields, respectively. 

  3. To record an amendment to the Will you can do the following:

    1. Delete a Paragraph → Identify the paragraph to be deleted (by No.), and add replacement text in the New Paragraph Text textbox on the right side of the screen. 

    2. Add a Paragraph → Identify the paragraph number where you would like the new text to appear, and add the text on the New Paragraph Text textbox on the right side of the screen. 

  4. To create the Codicil document, press Create Document - Client Codicil. 

  5. If you need to add a codicil for a spouse, scroll down and select Add New Codicil under the spouse’s name. Repeat steps 1 - 4 to generate the Spouse Codicil. Ensure that you have included all of the Spouse’s information on the Basic Screen before attempting to generate the Spouse Codicil.


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