Figure 2: Histrop s Build-a-Will link

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1 DraftingSource Histrop s Build-a-Will DraftingSource Histrop s Build-a-Will Quick Reference Card Build-a-Will utilizes the precedent clauses from Carswell s Estates Planning Precedents authored by Lindsay Histrop. You can draft customized Wills, including Mirror Wills, based on your client s unique circumstances, for every Canadian province and territory with the exception of Quebec. Accessing Build-a-Will You can access DraftingSource - Build-a-Will two ways: From the Build-a-Will on DraftingSource link located on the Estates&TrustsSource start page: Build-a-Will on DraftingSource Figure 1: Estates&TrustsSource Build-a-Will link OR Directly from DraftingSource: In DraftingSource, select the Histrop s Build-a-Will link. Build-a-Will on DraftingSource Figure 2: Histrop s Build-a-Will link Note: The first time you log in to DraftingSource Histrop s Build-a-Will you will be prompted to complete your firm s information, which appears at the bottom of the last page of each Will. You can update this information at any time by selecting the Preferences link located at the bottom of any page and then the Firm Information tab. DraftingSource Histrop s Build-a-Will is accessed from: Thomson Reuters. All rights reserved. 08/15

2 Figure 3: Histrop s Build-a-Will home page Build-a-Will Home page Will Types Download Form Questions Build Client ID Client/Matter Manager Template Manager Sign Off To build a Will, using the checkbox provided, select from five pre-designed Wills and then select the Build button. To download all form questions for a specific Will, using the checkbox provided, select the desired Will and then select the Download Form Questions button Select this button to begin building a Will. Displays the current Client ID. Also, select this link to change the client ID. To retrieve a Will in progress or a completed Will, select the Client/Matter Manager link. To use a template that you have created, select the Template Manager link. Select this link to properly sign off DraftingSource. 2 Histrop s Build-a-Will

3 Creating a Will for a new client 1. Using the checkbox provided, select a Will from the list on the home page. (Ex: Wife) Figure 4: Build-a-Will home page with Build-a-Will Wife selected Tip: You can create a Mirror Will simply by selecting two Wills at the same time. (Ex: Husband and Wife) 2. Select the Build button. The Select Client and Matter to Begin Form dialog box appears. Figure 5: Select Client and Matter to Begin Form If this is a new Will for an existing client, select the client from the Select a Client drop-down list. You may select a matter or create a new one. 3. For a new client select New Client. The Add New Client dialog box appears. Fill in the client details and then select Save & Add Matter. 4. Enter the Matter Name and Number into the fields provided and select Save. Alternatively, select Save and Edit Permissions to allow another person in your office access to this matter. 5. Select OK and Continue. 6. Begin building the Will by selecting the jurisdiction and clauses. Select Next to navigate through each page of clauses. Tip: Select the Help icon ( ) to display the full text of the clause. 3 Histrop s Build-a-Will

4 7. When all clauses have been chosen, fill in the details of the Will. Tab through each of the fields. Note: Some fields will be pre-populated based on the information provided in the client file. Additionally, tips appear on the left side as you enter the details of the Will. 8. Select the Download button to download the Will to your computer (it remains saved in the Client/Matter Manager). If the Will is still in progress, select the Done button to save the Will within DraftingSource, allowing you to return to it at a later time. Creating and using Templates Creating a Template You can create and save up to 500 Will templates in DraftingSource Histrop s Build-a-Will. 1. Build a Will as you would normally without assigning a client or matter. 2. Once you have selected all clauses, select the Save as Template button located in the upper left corner of the page. 3. Select New and enter a template name. 4. Choose to make the template public or private and then select OK and then Close. Using a Template 1. Select the Template Manager link located in the upper right corner or any page. Templates are organized by Will type. 2. Select the Will type from the left frame to see all templates for that type in the right frame. 3. Using the checkbox provided, select the Will and then select the Build button. To delete a template, select the template and then select the Delete button ( ). Client/Matter Manager Select the Client/Matter Manager link located in the upper right corner of any page to access both client and matter files. Select a Will to continue working on it. Edit or delete client or matter files. Also, you may edit the sharing permission set for a file. You may also draft new versions of the same Will. Up to 1,000 Wills can be stored within the Client/Matter Manager. 4 Histrop s Build-a-Will

5 Where can I find Help? Contact Technical or Reference Support, 24/7 at: Access online Help located at the bottom of any DraftingSource page. Go to the Customer Learning Centre ( to access User Guides, Quick Reference Cards and video tutorials. 5 Histrop s Build-a-Will