This article explains how to add a new Will in Unity® Practice Management.

Add a New Will

To add a new Will, follow the steps below:

1. Click View Will on the Case Summary screen

   

2. Click the New Will link

   

3. Enter the following details:
   • Will Number
   • Location
   • Store No
   • Prepared and Last Updated Date
   • Enter the Executor(s)
4. Tick the Active checkbox
5. Once done, click Submit

6. 

Edit Will

1. Click Edit
2. Update the Will details

3. Click Submit, and the details will be updated

   

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