Introduction #
If you’re looking to add or remove the STEP (Society of Trust and Estate Practitioners) provisions in your documents, this step-by-step guide is for you.
Prerequisites #
- Ensure you’re logged into your Sure Will Writer account.
- Have the relevant questionnaire open for the case you’re working on.
Step-by-Step Instructions #
- Navigate to Administrative Provisions
- In your open questionnaire, select the ‘Administrative Provisions’ tab from the column on the left-hand side.
- Scroll to the Relevant Section
- Scroll down to the last question in this section.
- Select STEP Provisions Option
- You’ll find multiple options here:
- Not include any provisions
- All standard and special provisions, and include in Will
- All standard and special provisions
- All standard provisions only
- Select the one that aligns with your requirements.
- You’ll find multiple options here:
If you encounter any issues or have additional questions, please contact our support team at [email protected]