How do I edit or update my estate plan?

If you need to make changes to your documents before you notarize them, head to the Estate Planning tab in your dashboard. From there, select the 'Summary' tab at the top and you should see the 'edit' option in each of the sections.

If you'd like to check all of your entries, simple select the first 'edit' option in the first section and you will be prompted through the entire flow again. If you make any changes, be sure to regenerate your documents in the Documents tab before signing them to make sure your changes are reflected.

Was this article helpful? Let us know below!