How can I make updates?

You can make updates to your documents directly from the Summary page in your account! Just click “My Estate Plan” at the top menu bar then “Summary” from the drop-down menu. 

Once you’re there, scroll to the section you’d like to update and click on it. That takes you back to the relevant questions and allows you to edit your answer. Remember to click “Save & Continue” to save the changes!

You can request a shipment* of the latest version of your documents or download and print from your account. Learn how to download and print your documents here.

 


*Re-shipping charges may apply if you have already requested shipping in the past.

 

 

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