Create your Inheritance Planning Document from scratch

Step 1: Access DocHub to set up your Inheritance Planning Document.

Start by logging into your DocHub account. Explore the pro DocHub functionality free for 30 days.

Step 2: Navigate to the dashboard.

Once signed in, go to the DocHub dashboard. This is where you'll create your forms and manage your document workflow.

Step 3: Design the Inheritance Planning Document.

Hit New Document and select Create Blank Document to be taken to the form builder.

Step 4: Set up the form layout.

Use the DocHub toolset to insert and configure form fields like text areas, signature boxes, images, and others to your document.

Step 5: Add text and titles.

Include needed text, such as questions or instructions, using the text field to lead the users in your form.

Step 6: Customize field properties.

Modify the properties of each field, such as making them mandatory or formatting them according to the data you plan to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Inheritance Planning Document, make a final review of your document. Then, save the form within DocHub, send it to your chosen location, or share it via a link or email.