How to Edit Information in Your Estate Plan Documents
While you can't make direct edits to the final PDF documents, you can update your Estate Plan through the website. Any changes you make will automatically update the digital PDF documents in your account.
What parts of my Will or Trust documents can I change?
You can edit any of the information from the sections you completed when creating your Estate Plan, including:
- Basic Information: Name, email, relationship status, children, and state.
- Guardians: Primary and Backup guardians for children or pets.
- Assets: Details about your assets.
- Distributions: Beneficiaries, exclusions, executors, gifts, charitable donations, and more.
- Arrangements: Resting place, ceremony details, and any special instructions.
- Health Care: Primary and Backup Health Care Agents, care instructions, organ donation preferences, and access to medical records.
Please note that you cannot edit Power of Attorney documents online due to various federal and state regulations. Instead, we provide a template that you'll need to complete by hand.
How to Edit Your Estate Plan Documents
To modify any of your Estate Plan documents, including your Last Will and Testament, follow these steps after logging into your account:
1. Click "Summary" from the menu bar on the left side of the page.
2. Scroll to the section you’d like to update and click "Edit" in the top left corner of that section. This will open your document to the relevant part.
3. Edit your answer and click "Save & Continue" to save the changes as you go.
4. Click "Save & Exit" to return to the Summary page.
5. Click "Estate Plan" from the menu bar on the left side of the page to review the updated documents.
After editing your Trust or Will, you can either download and print the latest version of your documents or request a shipment of the updated documents. Keep in mind that re-shipping charges may apply if you've previously requested a shipment.
Please note that you cannot edit your Power of Attorney documents online.