A step-by-step walkthrough of creating legally valid wills, trusts, and directives using Heirvana's guided wizard.
Which documents do I need?
For most people: a Last Will & Testament + Healthcare Directive + Power of Attorney is a complete basic estate plan. Add a Living Trust if you own property or want to avoid probate.
From your dashboard sidebar, click "Documents". This shows all your estate planning documents — wills, trusts, power of attorney, and healthcare directives. Click "+ New Document" or use the quick-start cards on the Overview page.
My Documents
Last Will & Testament
Healthcare Directive
Power of Attorney
Select the document you want to create. Six types are available: Last Will & Testament, Revocable Living Trust, Pour-Over Will, Power of Attorney, Financial Power of Attorney, and Healthcare Directive. If you're unsure where to start, a Last Will & Testament is the most common first document.
Select document type
Last Will & Testament
Most common starting point
Living Trust
Avoids probate court
Pour-Over Will
Works with your trust
Power of Attorney
Financial decisions
Financial POA
Bank & investments
Healthcare Directive
Medical decisions
You'll be taken through a step-by-step questionnaire. Each question has a tooltip explaining why it matters. You can answer via the guided form or use Chloe's AI voice mode. Your progress is saved automatically — you can leave and come back anytime.
Will Questionnaire
Step 3 of 8
Who is your primary beneficiary?
This person inherits the majority of your estate.
After completing the questionnaire, click "Preview Document" to see a formatted version of your completed document. Review all sections carefully. If anything needs changing, use the Back button to edit your answers.
Document Preview
LAST WILL AND TESTAMENT
I, John Smith, a resident of California...
...hereby revoke all former wills and codicils...
ARTICLE I – PERSONAL REPRESENTATIVE
I appoint Sarah Smith as executor...
Click "Download PDF" (or Docx on subscription plans) to get your completed document. Save it in a secure location and share a copy with your attorney or executor. Heirvana also stores your document in your account for future edits.
Last Will & Testament
John Smith · Completed
A digital document isn't legally valid until it's properly executed. Most documents require: your signature, two witnesses (who are not beneficiaries), and a notary stamp for wills and trusts in most states. Use the Notary Finder in your dashboard to locate a certified notary near you.
Signing Checklist
Sign in front of witnesses
2 witnesses who are NOT beneficiaries
Witnesses sign and print names
Notary stamp (required for most states)