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Navigating Forms

Navigate through the forms  << back and  forwards >> with the symbols in the title area of each form.

The Sequence List at the left side of the application shows the forms available for each type of document. You can also move directly to any form by selecting from the list. Forms on the list change colour after they have been visited.

Residue appears after appointments so that clients can focus on the main distribution of their estate before thinking about allocating individual items.This does not affect the traditional structure of the Will itself.

Setting up the sequence for the main distribution is simply a matter of clicking the choices in the first Residue screen. The default setting is to give the residue to the spouse or partner with no further beneficiaries.

The sequence of forms adjusts according to choices selected in the first Residue form. Some possible variations are shown below

 

 

Templates  Navigating   Instructions  Create Documents  Customise  What's New?