How can I switch Estate Plans?

This depends on the plan you'd like to switch to:

If you're looking to upgrade your Estate Plan, or add additional documents, just

  1. Log into your Trust & Will account
  2. Click the "+ Add Will" or "+ Add Trust" on the left side menu bar. 

If you want to downgrade your Estate Plan, or remove a document, simply click the chat icon and submit a request to downgrade. Our Member Success team will complete your request from there!

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