Getting Started With WillPowerWeb

Getting Started With WillPowerWeb

WillPowerWeb is designed for use in all common law provinces across Canada. When users log in, the application identifies the appropriate province based on the lawyer’s profile.


In WillPowerWeb, powers of attorney for property are referred to “Power(s) of Attorney;” while powers of attorney used for personal and health care issues are referred to as “Personal Care Directive(s).” “Grantor” is used to refer to the person giving the Power of Attorney or Personal Care Directive.

If you're signing in as the Super Admin or with Administrator rights, you may want to review the firm's information on file (Super Admins only), users who have access to your LDD account, and lawyers on the account.


Creating a Will in WillPowerWeb

To create a Will in WillPowerWeb, you should start by creating a new file, which can be done by performing the following step: 

  • On the Main Screen, click on + Create New File in the Controls box. 

  • The New File Creation window will appear. Enter information into all the required fields and press the Continue button in the top right corner of the screen.

  • The system will save the file and displays the information in the Client Info tab on the Basic screen. You can now add the rest of the information required to complete the Will and other documents. 


Wills & Document Customization in WillPowerWeb 

In WillPowerWeb, you can prepare Wills using the standard Will templates, which can be modified to fit your needs, or using your own template. If you do not select a template for the Will, you will have to build the Will clause-by-clause, using the standard clauses included with the platform or your own Clause library. You can read more about Will templates and how to create your own here. 

Powers of Attorney, Codicils, and all documents other than Wills can be customized to fit your needs by editing their respective master documents. You can read more about accessing, modifying, and creating master documents here.



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      Related Categories
      Billing, Accounting Integrations, Admin Functions & Reports

      File Creation, Document Creation, and other general topics

      Province-specific information for AB clients

      Province-specific information for BC clients

      Province-specific information for MB clients

      Province-specific information for ON clients

      Province-specific information for NS clients

      Province-specific information for SK clients

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