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.
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)
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.
Introduction of 7-steps to fill in the details for the completion of your will writing session.
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.
Enter the personal details of the Primary Executor and click on Save button to proceed.
Enter the personal details of the Secondary Executor and click on Save button to proceed.
Enter the personal details of the Guardian and click on Save button to proceed.
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.
Enter the personal details of the Main Beneficiary and Secondary Beneficiary and click on Save button to proceed.
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.
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.
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