Limits on Editing or Customizing Your PDF Documents

Can I add custom conditions or edit the language in the PDF version of my Estate Plan documents?

No, you cannot add custom conditions, provisions, or stipulations to your Estate Plan documents. The system is designed to utilize standard provisions that ensure compliance and effectiveness without the need for customization.

Is it recommended to edit the language within the documents?

No, editing the language within your Estate Plan documents is not advisable. The documents are structured like a puzzle, with each piece playing a vital role. Altering any part by adding, removing, or editing language can lead to unintended consequences, potentially affecting the document's validity and your estate planning intentions.

How can I delete or add information to the forms?

You can edit any information you provided in the questionnaire, and those changes will be reflected in the PDF documents. Please refer to our guide, "How to Edit Your Estate Plan," for more details.

However, direct modifications—such as adding or deleting language within the forms—are not supported within the system. This is because the standardized provisions are designed to be comprehensive and suitable for most estate planning needs without alteration.

What if I must edit the documents?

If amendments are needed, it's advisable to consult with an attorney. An attorney can legally modify your Estate Plan documents, ensuring that any changes comply with legal standards and accurately reflect your specific wishes.