How to Update Your Address in Your Estate Plan

After logging into your account, you can update your address for both Trust-Based and Will-Based Estate Plans. This change will also be reflected in your Health Care documents and, for Trust-Based Plans, in your Certification of Trust. Follow these steps to make the update:

1. Click Summary from the left-hand menu.

2. Scroll down to the Basics section.

3. Click on your current address to edit it.

4. Enter your new address and make sure all details are correct.

5. Click Save & Continue to apply the changes.

This will ensure all your documents are up-to-date with your current address.

How to Update Your Address in Estate Plan Documents

To update your address in the Health Care section of your Estate Plan, follow these steps:

1. Click Summary on the left-hand menu.

2. Scroll down to the Health Care section.

3. Click Edit in the top right corner of that section.

4. Click Save & Continue until you reach the prompt stating, "The health care documents you are creating require your address."

5. Update your address.

6. Click Save & Continue after updating to save your changes!