Using the Estate Plan Questionnaire to Create Your Documents
Create Your Estate Plan Documents with the Questionnaire
Creating your Will or Trust documents is a straightforward process that begins with a series of questions designed to gather the necessary information for state-specific documentation in your Estate Plan.
1. Creating an Account: Start by providing your basic details, which initiates the questionnaire to collect the required data for your Estate Plan documents.
2. Purchasing an Estate Plan: After entering your basic information, you’ll be prompted to purchase an Estate Plan that meets your needs. Please note that you cannot complete your documents without purchasing a plan.
3. Completing the Questionnaire: Continue answering the questions to provide the information needed to generate your final documents. Once you finish, you can choose to download your documents or request physical shipment.
4. Finalizing Documents: Sign and notarize your documents as required by law. Be sure to inform your family or designated individuals about where to find these documents.
Navigating the Questionnaire
Moving Between Questions
- To proceed to the next question, click the Save & Continue button at the bottom of the screen.
- To review a previous question, use the Back button located at the bottom left of the screen.
Saving Your Progress
- Your progress saves automatically each time you click Save & Continue.
- You can log back into your account anytime to resume where you left off.
- If you experience issues with saving, ensure that you only have one FastWill tab open at a time.
Skipping Questions
- If you wish to skip a question and return to it later, you can do so. If the Save & Continue button is inactive, make a temporary selection to move forward. You can edit your responses at any time before final submission.
Accessing the Home Page
- Click Return Home in the upper right corner to go back to the summary of your questionnaire.
- From the Home page, you can edit previous sections, access your documents under the Estate Plan tab, or navigate to other parts of your account.
Resuming Progress Later
- You can log out at any time and log back in later to continue where you left off. To access the questionnaire from the Home page, click Jump Back In on the right side of the top section.
- To make changes to a section you’ve already completed, select the Summary tab from the left side menu and scroll to the section you need to edit.
Getting Help
- Click the Live Support button at the bottom of the page for assistance. You can connect with a live agent from there.