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  1. Trust & Will
  2. Estate Planning
  3. How-To's

How-To's

Edit Your Estate Plan

  • How to Add Beneficiaries to an Estate Plan
  • How to Leave a Gift in Your Will or Trust
  • How To Exclude Someone From Your Trust or Will
  • How to Update Your Address in Your Estate Plan
  • How to Change Your Email Address
  • See all 7 articles

Documents

  • Understanding 'Pour Over Will'
  • Understanding 'Revocable Living Trust'
  • Limits on Editing or Customizing Your PDF Documents
  • How to Download Asset Information
  • How to Upload Files to Your Account
  • See all 6 articles

Account

  • How to Add Documents for Your Spouse
  • How to Apply Your Referral Discount to a Plan
  • How to Add a Promo Code When Purchasing an Estate Plan
  • How to Add a Trust to Your Will-Based Estate Plan
  • Changing From a Trust-Based to a Will-Based Estate Plan
  • See all 7 articles
  • Using the Trust & Will Mobile App
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