As life changes, you may need to update or amend your Will or Trust.

To make an amendment:

Log into your account

Click on Reassess My Needs under the Will or Trust tile

Indicate if you have had any changes to your marital status, children, real estate ownership or net worth.

If so, you will be asked a few general questions to reassess your estate planning documents needs.

If not, you will be taken directly to your Response Summary.

Locate the section on your estate plan you'd like to change and click on the field to be taken to that section.

Once you've updated your estate plan, check the box at the bottom of the response summary indicating their accurately represents your intent.

Click next to complete your amendment.

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