Guided Will Creation
A step-by-step workflow supports structured preparation and helps users identify missing sections before generating a document.
Platform features
Structured capabilities for individuals, institutions and authorised tenants.
Explore tools that support will preparation, estate records, secure storage, identity and document verification, communications, auditability and controlled release.
Feature philosophy
Technology that supports a responsible process
Will Vault provides structured digital workflows without replacing proper legal execution, witnessing or independent legal advice.
Availability may depend on the authorised tenant, account permissions, configuration, jurisdiction, integration status and service agreement.
No feature should be interpreted as a guarantee that a will is legally valid in every circumstance.
Detailed capabilities
1. Will Preparation and Records
Save and Continue Later
Incomplete work can be saved and resumed through the authorised tenant account.
Live Will Editing
Eligible users can review and update records while authorised and before a confirmed death lock.
Personal and Family Records
Record spouses, children, dependants, relatives and other relationships relevant to estate instructions.
Witness Management
Capture witness information and support administrative stages of proper will execution.
Detailed capabilities
2. Estate, Beneficiary and Appointment Management
Beneficiary Management
Identify beneficiaries and record intended distributions, subject to applicable law and proper execution.
Executor Appointment
Appoint one or more executors and maintain relevant contact information.
Guardian Appointment
Record proposed guardians for eligible dependants, subject to legal requirements.
Asset Management
Record land, buildings, vehicles, businesses, shares, investments, livestock and personal effects.
Liabilities and Obligations
Record creditors, debtors and other relevant financial obligations.
Distribution Instructions
Define how assets or interests should be distributed among beneficiaries.
Funeral and Burial Wishes
Record funeral arrangements, burial preferences, cultural wishes and personal instructions.
Detailed capabilities
3. Verification, Release and Communication
Identity Verification
Integrate with authorised verification services or approved review procedures.
Death Reporting
Allow an authorised person to submit a death report and supporting information.
Death Verification
Support review procedures before records are locked or released.
Controlled Will Release
Provide access only after required verification and authorisation processes.
QR-Code Verification
Use QR codes, verification tokens or unique identifiers on generated documents.
Secure PDF Generation
Generate structured PDF records for authorised access, printing and verification.
Notifications
Send approved email or SMS messages concerning relevant account and release events.
Detailed capabilities
4. Security, Administration and Tenant Operations
Role-Based Access
Assign access according to approved roles and responsibilities.
Audit Trail
Record important platform actions to support accountability and traceability.
Tenant Management
Allow each authorised tenant to manage approved users, branding, settings, reports and workflows.
Tenant Data Controls
Apply tenant-level controls designed to separate authorised environments.
Authentication and Account Security
Support secure login, session controls and two-factor authentication where enabled.
Multilingual Templates
Support approved language templates where available.
Backup and Recovery Measures
Use operational backup and recovery processes designed to support continuity.
Safeguards
Access, verification and tenant controls
Will Vault applies administrative, technical and organisational safeguards designed to reduce unauthorised access and support accountable platform use.
- Secure authentication and two-factor authentication where enabled
- Role-based permissions and tenant-level controls
- Activity logging and controlled release workflows
- Backup, recovery and operational continuity measures