Instructions

Will Check is easy to use!

To Submit Will Information:
  1. Review the client release with your client and have them sign a copy for you.
  2. Submit information to us using our Register a Will form.
  3. Optional! If you’d rather wait until the end of every month / quarter / year to submit information, you can fill out this .csv file. Once you’re done, upload the file for us on the Register a Will page.
To Search for Will Information:
  1. Fill out the form on the Find a Will page.
  2. That’s it! We’ll contact you within 2 business days.