Working In Your Will File
Modifying Master Document Attributes & Setup (WillPowerWeb)
You can change the documents generated in a WillPowerWeb by modifying the master document. To modify a master document, navigate to Tools > Documents in WillPowerWeb. The complete list of master documents will be shown. Select the document modify by ...
Modifying Clauses in WillPowerWeb
Being able to modify and move clauses around within WillPowerWeb is critical for being able to create Wills & other documents efficiently and without error. This article covers the following topics related to clause editing: Changing Order of ...
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.
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: Specify the date the will was signed in the Date ...
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 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 ...
Completing the "Family Disaster" Tab (WillPowerWeb)
In WillPowerWeb, you can specify a Family Disaster scenario where the child does not survive the testator or dies before the trust is completely administered, leaving no children of his/her own. To address such a situation, navigate to the Family ...
Completing the "Residue to Named Individuals" Tab (WillPowerWeb)
To complete the Residue to Named Individuals Tab, navigate to the Residue Screen. Complete the fields on this tab when using the following LDD templates, in particular where the residue is to be divided among named beneficiaries, either in equal or ...
Completing the "Residue Equally to Children" Tab (WillPowerWeb)
To complete the Residue Equally to Children Tab, navigate to the Residue Screen. Complete the fields on this tab when using the following LDD templates, in particular where the residue is to be divided into equal portions among the children of the ...
Navigating the Residue Screen (WillPowerWeb)
The residue of the estate is everything that is left over in the estate after debts, taxes, funeral expenses, and other testamentary expenses, as well as any specific bequests or legacies, are paid. When drafting a Will, the concern is always to ...
Navigating the Gifts/Legacies Screen (WillPowerWeb)
The Gifts/Legacies window is used to specify the disposition of gifts, legacies, property, shares, pet gifts, and other items and to indicate whether the gift is to be included in either the Will or in a Memorandum to the Will. The Screen contains ...
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 ...
Navigating the Basic Screen (WillPowerWeb)
After opening a file in WillPowerWeb, the Basic screen will appear with four main areas for entering information about your client(s) and their financial position. These include: Client Info: Includes the basic information about your client(s). Many ...