Learn how to make changes to your Trust, Will, or Powers of Attorney documents.
As life changes, you may need to update or amend your estate planning documents. The amendment process is simple!
To start the amendment:
- First, log into your Estate Planning Dashboard.
- Select the desired document to amend.
- Click on the Document Options icon on the document tile.
- Below is the screen that will appear. Select Make changes to my [NAME OF DOCUMENT].
- You will be prompted by the message as seen below. This states that the amendment will generate a new version of documents that will require new signature pages to be signed. To proceed select OK.
- You will then be taken to the last completed Response Summary for that document. Find the field where the data needs to be updated and click on it to be taken directly to that question for editing.
- After making the necessary changes, click on the Back to Summary button to return to the Response Summary screen. Repeat until all desired changes are made.
- Once all desired changes are complete, proceed through to the Document Review, Shipping Address, Shipping Method sections and submit payment (if required).
The new documents will be sent to you along with new signature pages. You will need to sign the new signature pages in the presence of a notary and/or witnesses.
If you need to change your type of Estate Plan:
Maybe you are no longer married or your state of residence has changed, regardless of your situation, you can receive a recommendation from one of our attorneys based on your current needs. Whether you currently have a Will or a Trust, you can change the type of estate plan document by clicking on Reassess My Needs, found on the bottom left corner of your dashboard. Use this feature to go back to the initial triage questions that lead to your original estate plan recommendation from the attorney.