Using the Guided Wizards

Three parts of your vault include a step-by-step wizard that walks you through creating a document from scratch: your last will, a digital-assets codicil, and your funeral plan. If you don't already have one of these prepared, the wizard builds it with you, one question at a time.

This page covers how the wizards work in general. Each document also has its own full article with the specifics — linked at the bottom.

How the wizards work

All three behave the same way once you're inside, so learning one means you know all three:

• Next and Back move you through the questions one step at a time.
• A dropdown lets you jump straight to a section if you want to revisit or skip ahead.
• Save keeps your progress as you go.
• Save and Exit lets you stop anytime and pick up exactly where you left off.

The will and codicil wizards also include Common Questions and Signing Instructions alongside the questions, so guidance is there when you need it without leaving the page.

You don't have to finish in one sitting

Almost nobody does, and there's no reason to try.

Expect to reach a question you can't answer on the spot — who should be executor, who should raise your children, who should make funeral arrangements. That's not a snag, it's the point. These are decisions worth pausing on. Save and exit, have the conversation with the person you're thinking of naming, and come back. The wizard will be waiting where you left it.

Finishing — and making it count

When you complete all the required sections, you'll return to the main menu with a confirmation that your document has been created. It's saved as a record in your vault, encrypted with your own keys.

For a funeral plan, that's essentially the finish line — it's a statement of your wishes, not a legal instrument, so completing it and assigning it to a vault is enough.

For a will or codicil, there's one more step that matters more than any other, and it's the one people skip.

Where your state requires a signed physical copy:

1. Download the completed document
2. Print and sign it following your local rules
3. Have any required witnesses and a notary sign
4. Attach the fully executed copy back to its record — so the signed version is the one your family receives

That final step is what turns a draft into the real thing. Get it witnessed, scan it, and attach it to the record using Edit details › Replace. Until you do, the version in your vault is a draft — useful for getting your thoughts down, but not the document your family can rely on.

After it's created: assign it to a vault

A completed document that isn't assigned to a vault reaches no one. Tick the vaults it should go to — a will usually belongs in both the family vault and the estate/attorney vault. See Assigning Records to Vaults.

Related Articles

• Create and Maintain a Last Will and Testament
• Create and Maintain a Codicil
• Create and Maintain a Funeral Plan