Your Review Help

This page summarises your answers and shows how they’ll appear in the legal document. Use it to spot gaps and make last-minute tweaks before you generate and sign your Will.

What do I see on this page?

• Status icons — ✅ means we’ve captured required info; ❌ means something is missing or incomplete.
• View Inputs — shows the raw answers you entered for that section.
• View Legal — shows the formatted clause that will be inserted into your Will.
• Edit — jumps back to that section so you can change details and return here.

How do I use the Review step effectively?

• Work top-to-bottom. Open each section with View Inputs and View Legal to confirm the content.
• Fix ❌ items first using Edit, then return to Review to re-check.
• Be precise with names and relationships — they must match earlier steps (Applicant, Executors, Guardians, Beneficiaries).
• For Gifts and Estate, ensure item descriptions are clear and percentages total 100%.

What should I double-check?

• Applicant — full legal name (as per ID), DOB, NZ residential address, current email.
• Declaration — age 18+, sound mind, acting freely; add Helpers only if someone assisted.
• Executors — 1–3 executors, plus backup if possible; confirm willingness and contact details.
• Guardians — list all children under 18 and add a backup guardian if appropriate; any special wishes are short and clear.
• Beneficiaries — people and/or organisations use full legal names; “Specify Other” completed when selected.
• Gifts — item descriptions are specific; the correct beneficiary is selected from the dropdown (ID captured).
• Estate — percentages add to 100%; conditions (Per Stirpes/Per Capita/No Substitution) reflect your intent.
• Documents — confirm the documents you want generated (e.g., Will, Statement of Wishes).

Common mistakes to avoid

• Percentages not totalling 100% on the Estate step.
• Choosing “Other” relationship but not filling in Specify Other.
• Gifts listed for a beneficiary, but the beneficiary wasn’t actually selected from the picker (no ID saved).
• Witness or signing assumptions — witnesses are chosen at signing time and should not be beneficiaries (or their partners).
• Typos in names or addresses that don’t match ID or official records.

Quick Questions

• Do I have to fix every ❌? Yes — required fields must be completed to generate a valid will.
• Why do “Inputs” and “Legal” look different? Inputs are your raw answers; Legal shows the clause wording used in the document.
• Can I change anything after generating? You can generate a new will with updated details; the latest signed version is the one that counts.
• Who should witness my signing? Two adults present together at the same time who are not beneficiaries (and not the partner of a beneficiary).