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How to make changes to your account

Need to update your email, password, plan, or the personal details on your documents? Here's how to make changes to your Willful account.

Everything about your account lives in one place: your Account settings page. That's where you update the personal details that appear on your documents (your legal name, province, city, and year of birth), your login email and password, and your plan.

How to update your account information

Open your account settings, or follow these steps:

  1. Log in to your Willful account.

  2. On desktop, click your profile icon in the top right corner. On mobile, open the menu in the top right corner.

  3. Select Account settings.

Your account page has five sections: About you, Your plan, Your email address, Change your password, and Delete your account. The links at the top of the page jump to each one.

Update your personal details

These are the details that appear on your legal documents, so please make sure they match your government ID.

  1. Under About you, click Edit.

  2. Update any of the following:

    • Full legal name, as it appears on your government ID

    • Preferred name, so we know what to call you

    • Province, which determines the laws your documents follow

    • City

    • Year of birth

    • Phone number (optional)

  3. Click Update.

Changing your province? Your documents are tailored to your province's laws, so after you update it, review each document under Your documents.

Reminder: Any change means you'll need to download, print, sign, and witness your updated will for the changes to be legally valid.

Update your email address

  1. Under Your email address, enter your new email in btoh the Email address and Confirm email address field.

  2. Click Save email. Willful sends a one-time code to your new email address.

  3. Enter the code in the One-time code field.

    • If the code doesn't arrive, check your Junk/Spam folder, or wait a few seconds and click Resend.

  4. Click Verify code and save.

Important: Your new email is now the one you log in with.

Set or change your password

Willful signs you in with a one-time code sent to your email, so you don't need a password. If you'd prefer one:

  1. Under Change your password, click Email me a link.

  2. Open the email and follow the secure link to set or change your password.

Once you have a password, you can choose it instead of the code on the login screen.

Change your plan

Under Your plan, you'll see your current plan and what it includes. To move to a plan with more coverage, click Upgrade your plan and follow the prompts.

If you're already on Premium Coverage x2, you're on the top plan, so you won't see this option. Comparing Willful plans and pricing

Note: If you are looking to downgrade your plan within the 30-day refund period, please read more about how to request a refund.

Common questions

Will updating my details change my documents?

Yes. Your legal name, province, city, and year of birth flow straight into your documents, so the version in your account updates right away. Any copies you've already printed and signed won't change, which is why you need to download, print, sign, and witness them again.

How do I change the people in my will?

Family members, executors, guardians, and beneficiaries aren't account settings. Update them from your will summary or your Key contacts page. How to manage contacts in your Willful account

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