How to Update Your State Information After a Move

If you move to a different state from the one you selected when completing your Estate Plan documents, it's important to update your state information. This is crucial because some documents may have state-specific requirements.

How to Update Your State

After logging in, follow these steps:

1. Click the Summary tab in the left-side menu.

2. Locate the Basics section.

3. Click on your current state within that section.

4. Select the new state you have moved to or currently reside in from the provided list.

5. Hit the Save & Continue button to apply the changes.

Reprinting and Re-signing Documents

Once you've updated your state information, it's essential to reprint and sign your updated documents. This step ensures that all your Estate Plan documents are current and accurately reflect your new state.

Trust-Based Estate Plan Considerations

For those with a Trust-based Estate Plan, it is possible to make this change. While updating your state information isn't legally mandatory, it is highly recommended to maintain consistency and ensure legal clarity.