Estate Planning

• How do I activate estate planning benefits for my spouse?
• How do I activate my estate planning account?
• What if it is asking me to pay?

• How do I update Will?
• How often should I update my Will or Trust?
• How to change the name of a Trust that is already set up?
• Can I add a middle name to the will?
• How do I update my heirs name/ DOB (date of birth)?
• I added a family member twice, how do I remove one of them?

• How is this different from other estate planning tools?
• How do I log in to the estate portal?
• Can I create a Will and Trust on behalf of someone?
• Can I keep my estate planning account if I cancel my life insurance policy (or if the policy lapses)?
• Do I need to have my document notarized?
• If I move to a state where you do not provide estate planning, will my tools still be active?

See all 43 articles

• What is a Pour-Over Will?
• What is a Trust?
• What is a Power of Attorney?
• What is a Healthcare Directive?
• What is an Attorney Review?
• What is Medical consent?