How to add an individual to a Wills and POAs form

1. Open the Wills and POAs form.

2. Click on "Parties"

3. Under party type, select "Individual"

4. Search for the person you are looking to add as an individual on the Wills and POAs form, if the person isn't already saved you have the option to create a new person. Then enter the related fields below and the form will automatically save.