When you add someone to your will or POA, such as an executor, beneficiary, or guardian, they're saved to your Key contacts page for easy reuse. This makes it faster to appoint people to different roles, fix errors, and avoid mistakes like accidentally naming someone to a role they're not eligible for, such as assigning guardianship of a minor child to a spouse.
You can edit, remove, or add new contacts anytime. If a contact's details change, or you've accidentally added a duplicate, like a misspelled name or someone who's changed their name, you can update them so your documents stay clear and accurate.
Note: The Key contacts page is available after payment. If you haven't paid yet and need to fix a contact, edit them from the section of your will where they're assigned.
Step 1: Go to your Key contacts
Open your Key contacts page, or follow these steps:
Log in to your Willful account.
Click Key contacts in the left-hand menu (top right corner on mobile).
Your contacts are split into two groups:
Your household: you, your spouse or partner, and your children and pets.
Friends & family: everyone else you've named, such as executors, guardians, and beneficiaries.
Step 2: Add, edit, or remove a contact
To add a new contact
Click Add new person or Add new pet.
Enter their name and relationship. Email is optional, but it helps your executor reach them later.
Click Add Contact.
You can also add someone on the spot while filling in any role in your documents. Either way, they'll be available everywhere you assign a role.
To edit a contact
Find the contact and click Edit.
Update their first, middle, or last name, relationship, or email.
Click Save Changes.
The relationship list includes step-family and in-laws, so you can be specific about how someone's connected to you. Editing a contact updates them everywhere they appear in your documents, so this is the quickest way to fix a misspelled name.
To remove a contact
Find the contact and click Edit.
Click Delete contact.
If they still hold a role, you'll see a message listing which roles to reassign first, for example "Remove them from the following roles first, then you can delete this contact: Primary executor, Beneficiary." Reassign those roles, then come back and delete them.
Step 3: Reassign roles if needed
If you've replaced someone, or you have a duplicate entry for the same person, go to wherever that role is assigned and switch it to the correct contact:
Tip: If you have two entries for the same person, rename one first (for example, "John Doe X") so you can tell them apart in the dropdowns, then delete the extra one once its roles are reassigned.
Reminder: Any change to a contact named in your documents means you'll need to download, print, sign, and witness the updated documents for the changes to be legally valid.