From Install to First Will

Up and running in
under an hour.

SimplyWill™ is designed to be simple to set up and immediate to use. No training days. No IT projects. Your team is drafting Wills the same day.

01

Install SimplyWill™.
Under 5 minutes.

Download and run the SimplyWill™ installer. No admin rights needed. No IT department required. The installer is fully code-signed — Windows will not show any security warnings.

For multi-user setups, follow the LAN configuration guide to point all workstations to a shared network database. The entire process takes under an hour for most firms.

What happens at install
Code-signed installer runs silently — no Windows warnings
No administrator rights required on the workstation
Database created automatically on first launch
LAN multi-user: map all workstations to shared network folder
Licence activation takes under 60 seconds
02

Import your existing
client base.

Already have clients? Upload your Excel spreadsheet or CSV file and SimplyWill™ imports your entire client base automatically — names, ID numbers, contact details, and Will vault numbers.

SimplyWill auto-detects column headers. No template. No formatting required. Thousands of records load in seconds, each with a Dossier ready for notes and scanned Will uploads.

What gets imported
Full names, ID numbers, and contact details
Existing vault or file reference numbers
Each client receives an instant Estate Dossier
Upload scanned existing Wills to each Dossier
Custody tracking available from day one
03

Draft your first Will.
In minutes.

Open the 5-step Will wizard. Enter client details, select clauses from the full library, choose heirs and trustees. SimplyWill™ generates a complete, print-ready Will document in English or Afrikaans.

The Will is formatted to legal standard — Times New Roman, branded cover page, firm footer, automatic page numbering, and a QR code linked to the client's Dossier.

The Will wizard covers
Client details and marital regime selection
Will type: Single, Joint, Living Will, POA
Full clause library including Trusts, usufructs, SNT
Heir and trustee selection from your CRM directory
Language selection: English or Afrikaans
Branded PDF generated and ready to print or email
04

Manage the
Dossier.

Every Will gets an Estate Dossier. Store the signed copy, track physical custody, add practice notes, drag in Outlook emails. Your whole team sees the same live case file — always up to date.

When the Will is signed, assign it a vault number and update the status. The Custody Log records every movement of the physical original — who has it, where it is, when it moved.

Dossier capabilities
PDF viewer for the drafted Will
Practice notes: write, edit, delete
Evidence locker: attach any document or file
Drag Outlook emails directly into the Dossier
Custody Log: full audit trail of physical Will movements
Estate Intake Form for Estates department handover
05

SimplyWill™ updates
automatically.

SimplyWill™ updates itself silently in the background. Your team always has the latest version — no manual downloads, no IT calls, no interruption to your day.

Updates are delivered via a secure cloud channel during idle periods. If connectivity is unavailable, SimplyWill continues to operate normally for up to 14 days before requiring a licence check-in.

Update system
Automatic silent updates — no user action required
New Will clause types added without reinstalling
14-day offline grace period for connectivity issues
Update log visible in the application settings

See it for yourself.

Book a free 30-minute demo. We'll walk you through a live install and a complete Will matter from start to finish — so you know exactly what your firm is getting.

Book a Free Demo View All Features
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