Navigating the Will/POA/Codicil Screen (WillPowerWeb)
On the Will/POA/Codocil Screen, you can perform the following actions:
Will Tab → This tab can be used to create, modify, and generate the Will documents. You can read more about building a Will in WillPowerWeb in this article.
Power of Attorney Tab → You can create a Power of Attorney for Property and Personal Care Directive for the client and partner, if applicable. Check out this article for more information about the POA tab.
Codicil Tab → You can use the Codicils tab to select the date when the original Will was signed, add a new codicil, and add multiple paragraphs to a codicil. Check out this article for more information on how to add a codicil.
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
Related Articles
Accessing the Power of Attorney Tab (WillPowerWeb)
To access the Power of Attorney Tab, navigate to the Wills/POA/Codicil Screen. On the POA screen, you can create a Power of Attorney for Property and Personal Care for the client and their partner, if applicable. Before generating the Power of ...
Navigating the People Screen (WillPowerWeb)
The People screen is used to add all people who will be included in either the Will, Power(s) of Attorney, Personal Care Directive, or Codicil including their name, birth dates, and contact information. Ensure that the following persons are inputted ...
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 ...
Creating a Will in WillPowerWeb in 10 Easy Steps
You can create a Will in WillPowerWeb by following the following steps: Create a new file and select the Will template. Complete client information, assets, debts, miscellaneous information as required for the template selected. Add all of the people ...
WillPowerWeb Clause Library
To view the complete Clause library, click the attachment at the bottom of this article (ClauseLibrary.pdf) to view and download the complete list.