How to Update Your Address in Your Estate Plan

After logging into your account, you can update your address for both Trust-Based and Will-Based Estate Plans. This change will reflect in your Health Care documents and, for Trust-Based Plans, your Certification of Trust as well. Follow the steps below to make the update:

How to Update Your Address in Estate Plan Documents

  1. Click Summary on the left side menu
  2. Scroll down to the 'Health care' section 
  3. Click Edit in top right corner of the section
  4. Click Save & Continue until you get to the section that states: "The health care documents you are creating require your address."
  5. Update your address
  6. Click "Save & Continue" after updating to save your answer!


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