SMARTWILLS

How-To User Guide


This user guide gives you a step-by-step how-to procedure in using our online will writing platform service to complete the Will on your own in an easy-to-follow manner. It only takes you 7-steps to complete the process.

IMPORTANT: Preparation Before You Start


Please ensure you have prepared the following information BEFORE you start the online Will writing process for yourself (or for your client if you are a SmartWriter):

1) Your personal details (or your client's personal details if you are a SmartWriter) - Name, NRIC/Passport***, mobile number, email address* and residential address

2) Primary & Secondary Executor details - name, relationship, NRIC/Passport***, and residential address

3) Guardian details - name, relationship, NRIC/Passport***, and residential address (If with minor child**) 

4) Asset details (For comprehensive wills)

5) Beneficiary details - - name, relationship, NRIC/Passport***, and residential address

* Email is compulsory in order to receive your will

** Below 18 years old in Peninsular Malaysia/Sarawak or 21 years old in Sabah

*** Use NRIC for SmartWills package (Malaysian) and use Passport No. for SmartWills Plus package (Non-Malaysian)

Access Website

Home Page

Before you can start to access our Will Writing Portal, you must enter a valid email address to receive a 6-digit verification code from SmartWills System. Once you have keyed in this code sent to your email, you are logged in successfully to start. From the homepage, select the package you wish to subscribe for your will.

Next

Upon Entry

Introduction Page

Introduction of 7-steps to fill in the details for the completion of your will writing session.

Next

Step (1)

Testator Details

Enter the personal details of the Testator, which is your personal details (or your client's personal details if you are a SmartWriter), and click on Save button to proceed.

Next

Step (2)

Primary Executor Details

Enter the personal details of the Primary Executor and click on Save button to proceed.

Next

Step (3)

Secondary Executor Details

Enter the personal details of the Secondary Executor and click on Save button to proceed.

Next

Step (4)

Guardian Details

Enter the personal details of the Guardian and click on Save button to proceed.

Next

Step (5)

Optional Assets Details

Enter the details of the optional asset distribution list (which include Asset Types of Property, Motor Vehicle, Fixed Deposit, Cash and Savings, Investment and Company Shares) and click on Save button to proceed.

Next

Step (6)

All Residue Details

Enter the personal details of the Main Beneficiary and Secondary Beneficiary and click on Save button to proceed.

Next

Step (7)

Payment & Add On Service Details

Select any add-on service you want (currently we only have one, i.e. Premium printing service with SmartWills cover and courier charges included) and click on Save button to make the online payment. You are DONE.

Next

Finally

Receive Your Will In Your Email

Finally you will receive your Will document in your email in a password protected PDF file format that you can print out and have the signatures of your witnesses and yourself.

End

Still Have More 

QUESTIONS?

Want to find out more about our services? You can read more in our FAQ section or just contact us now for a free consultation.