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

How-To's

Edit Your Estate Plan

  • How do I add Beneficiaries to my Estate Plan?
  • How can I leave a gift?
  • How can I exclude someone from my Estate Plan?
  • How can I update my current address listed in my documents?
  • Where can I find the Save & Continue button?
  • See all 9 articles

Documents

  • Can I edit the language in the PDF version of my documents?
  • How can I share my final words or add more instructions?
  • How do I download my asset information?
  • How do I upload other documents to my account?
  • How can I share my documents?
  • See all 9 articles

Account

  • How do I apply a discount from a referral link?
  • How do I add a promo code?
  • How can I add a Trust to my Estate Plan?
  • How can I switch Estate Plans?
  • How do I delete my account?
  • See all 6 articles
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