How to Edit Information in Your Estate Plan Documents

While you can't make direct edits to the final PDF documents, your can edit your Estate Plan via the website which will then automatically update the digital PDF documents in your account.

What parts of the Estate Plan documents can I change?

You can edit any of the information in the sections you went through when you first created your Estate Plan, including:

  • Basic information, including name, email, relationship status, children, state
  • Guardians, including Primary and Backup, for children or pets
  • Assets
  • Distributions, including Beneficiaries, Exclusions, Executors, Gifts, Charitable Donations, etc
  • Arrangements, including Resting Place, Ceremony, and any special instructions
  • Health care, including Primary and Backup Health Care Agents, care instructions, organ donation, access to medical records, etc

How to Edit Your Estate Plan Documents

Easily modify any of your Estate Plan documents, including Last Will and Testament, by following these simple steps after logging into your account:

  1. Click Summary from the menu bar on the left side of the page
  2. Scroll to the section you’d like to update and click Edit in the top left corner of the section. This will open your document to the relevant section
  3. Edit the answer and click Save & Continue to save the changes as you go
  4. Click Save & Exit to return to the Summary page
  5. Click Estate Plan from the menu bar on the left side of the page to review the updated documents

After editing your Estate Plan, you can download and print the latest version of your documents or, if you prefer, request a shipment of the updated documents. Please note, re-shipping charges may apply if you have previously requested a shipment.

 

 

Was this article helpful?
31 out of 58 found this helpful