If you move to a different state from the one you selected when completing your Estate Plan documents, updating your state information is important due to the state-specific nature of some documents.
How to Update Your State
- After logging in, click Estate Plan from the menu bar on the left side of the page and select to view your Designation Summary tab at the top.
- Find the 'Basics' section.
- Click on your current state in the section.
- Choose the new state you have moved to or currently reside in from the provided list.
- Hit the Save & Continue button to apply the changes.
Reprinting and Re-signing Documents
Once you've updated your state information, it's necessary to reprint and sign your updated documents. This step ensures that all your Estate Plan documents are up-to-date and reflect your current state accurately.
Trust-Based Estate Plan Considerations
For those with a Trust-based Estate Plan, making this change is possible. Though updating your state for such plans isn't legally mandatory, maintaining current information is highly recommended for consistency and legal clarity.