Using the Estate Plan Questionnaire to Create Your Documents

Create Your Estate Plan Documents with the Questionnaire

Creating your Will or Trust documents is a straightforward process that begins with a series of questions. These questions are designed to collect the necessary information to compile state-specific documentation for your Estate Plan. 

  1. Creating an Account: Creating your documents starts with providing your basic details. This initiates the questionnaire to gather the necessary data for your Estate Plan documents.
  2. Purchasing an Estate Plan: After entering your basic information, you'll be prompted to purchase an Estate Plan suitable for your needs. You will not be able to complete your documents without purchasing a plan.
  3. Completing the Questionnaire: Continue answering the questions to provide the information to generate your final documents. Once completed, you have the option to download your documents or request shipment.
  4. Finalizing Documents: Sign and notarize your documents as required by law, then let your family or designated individuals know where to find your documents.

Navigating the Questionnaire

Moving Between Questions

  • To proceed to the next question: use the Save & Continue button at the bottom of the screen.
  • To review a previous question: use the Back button at the bottom left of the screen.

Saving Your Progress

  • Your progress saves automatically each time you click Save & Continue.
  • You can log back into your account anytime to resume where you left off.
  • If you are having issues with saving, make sure that you only have one Trust & Will tab open at a time.

Skipping Questions

  • If you wish to skip a question and return to it later, you may. If the Save & Continue button is inactive, indicating you cannot skip, make a temporary selection to move forward. You can go back and edit your responses at any time before the final submission.

Accessing the Home Page

  • Click Return Home in the upper right corner to go back to the summary of your questionnaire.
  • From the Home page, you can edit previous sections, access your documents under the Estate Plan tab, or navigate to other parts of your account.

Resuming Progress Later

  • You can log out at any time and log back in later to continue where you left off. To get back into the questionnaire from the Home page, click Jump back in on the right side of the top section.
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  • If you need to make changes to a section you've already completed, select the Summary tab from the left side menu and scroll to the section you need to change to make edits.

Getting Help

  • Click the Help button at the bottom of the page for assistance. From there you can consult the helpbot or connect with a live agent.


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