Choose Your Path: Legal Will, Upload Existing Will, or Digital Legacy Tools
Understand the key differences between creating a new legal will, uploading your existing will, or using digital legacy tools. Each option serves different needs in comprehensive estate planning.
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Legal Will
A document directing how your assets should be distributed after death, legally binding once properly signed and witnessed.
- Advantage: Legally enforceable in court
- Advantage: Provides certainty for beneficiaries
- Advantage: Covers all types of assets
- Advantage: Can name guardians for children
- Limitation: Requires witnesses and formalities
- Limitation: More formal process to complete
Upload Existing Will
Upload and store your current will document for easy access and future updates.
- Advantage: Import your existing will document
- Advantage: Designed to extract key information automatically
- Advantage: Choose update path after upload
- Advantage: Save time on data entry
- Limitation: Requires existing will document
- Limitation: Updates still need legal formalities
Digital Legacy Tools
Digital vault for storing wishes, messages, and information for loved ones.
- Advantage: No formal requirements needed
- Advantage: Easy to update any time
- Advantage: Store messages and digital assets
- Advantage: Share access information securely
- Limitation: Not legally binding
- Limitation: Cannot replace a legal will
When to Choose a Legal Will
You Have Significant Assets
If you own property, investments, or substantial savings, a legal will can help direct how your assets are distributed and may provide legal protection for your beneficiaries. Rules vary by jurisdiction. Consult a qualified professional.
You Have Specific Distribution Wishes
When you want to divide assets in specific ways, leave items to particular people, or exclude certain individuals, a legal will is typically the document that can make these wishes legally enforceable in many jurisdictions.
You Have Minor Children
In many jurisdictions, a legal will is typically needed to name guardians for your children. Without one, the court may decide who cares for them, which may not align with your preferences.
When to Upload Your Existing Will
You Already Have a Will
If you've already created a will through a solicitor or other service, uploading it allows you to digitise and manage it easily. Our AI is designed to extract the information, saving you from manual data entry.
Planning Future Updates
Upload your current will to review its contents and identify areas that need updating. After upload, you can choose whether to create a new legal will or simply use our digital tools to organise supplementary information.
Secure Digital Backup
Keep a secure digital copy of your will accessible from anywhere. This helps your executors and beneficiaries access it when needed, while maintaining the original physical document in a safe place.
When Digital Legacy Tools Are Useful
Managing Digital Assets
For passwords, online accounts, social media profiles, and digital subscriptions, digital legacy tools provide a secure way to help loved ones access and manage these after you're gone.
Sharing Personal Messages
Leave video messages, letters, or important instructions for loved ones. These personal touches complement a legal will by providing context and emotional support.
Organising Important Information
Store locations of important documents, contact information for professionals, and other practical information your family will need, all in one secure place.
Best Practice: Comprehensive Estate Planning
Complete Estate Planning Approach
For complete estate planning, consider how these options work together:
- Create a Legal Will if you don't have one, for asset distribution and legal requirements
- Upload Existing Will if you already have one, to digitise and prepare for updates
- Digital Legacy Tools for passwords, messages, and supplementary information
Ready to Get Started?
Choose the option that best fits your current needs. You can always add the other later.
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