Step-by-step

How SmartWill works

  1. Answer questions: Personal info, family, assets.
  2. Map beneficiaries: Per‑asset percentages totaling 100%.
  3. Executors & trust: Compensation, trustees, instructions.
  4. Submit: We auto‑generate a .doc draft immediately.
  5. Sign correctly: Follow the signing guide under Legal.
Couple reviewing paperwork