Amending Your Estate Plan

If you need to change your Will or Trust, the amendment process is easy!

As life changes, you may need to update or amend your Will or Trust.
To make an amendment:
Log into your account
Click on Document Options under the Will or Trust tileAmend_1
Below is the screen that will appear.  Select Make changes to my Married Trust. 
Amend_2
You will be prompted by the below message, to proceed select OK
Amend_3
Once you've updated your estate plan, new signature pages will be generated.  You will need to sign the new signature pages with a notary and/or witnesses.