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Trust & Will
Estate Planning
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
How large of files can I upload into my Documents sections?
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?
See all 10 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
