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Getting Started with Orchard72

Welcome! This guide will help you get started with creating and managing your digital will. Follow these simple steps to secure your legacy.

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Quick Start Guide

1

Create Your Account

Sign up with your email address and create a secure password. You'll receive a verification email to confirm your account.

2

Complete Your Profile

Add your personal information, contact details, and relationships. This information helps us create accurate legal documents.

3

Enable Security Features

Set up two-factor authentication to protect your account. Choose from SMS, authenticator app, or passkey options.

4

Create Your First Will

Start creating your digital will by adding beneficiaries, executors, and specifying how your assets should be distributed.

5

Add Your Assets

Document your properties, investments, and other assets. Our portfolio tracker helps you maintain an accurate record.

6

Record Videos

Add a personal touch with video messages for your loved ones. These can be shared alongside your will when the time comes.

Helpful Resources

Tips for Success

  • Take your time - you can save your progress and return any time
  • Keep your beneficiary and executor contact information up to date
  • Review and update your will annually or after major life events
  • Use our secure document storage for important papers
  • Enable all security features to protect your sensitive information

Can’t find what you’re looking for?

Our support team is here to help. Contact us and we’ll get back to you as soon as possible.

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