1. Creating and Updating Documents

Amending Your Estate Plan

If you need to change your estate planning documents, the amendment process is easy!

As life changes, you may need to update or amend your estate planning documents.

To make an amendment:
Log into your account
Click on Document Options icon under the document tile you want to amend.Amend_1
Below is the screen that will appear.  Select Make changes to my Married Trust. 
You will be prompted by the below message, to proceed select OK
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.