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  2. Estate Planning
  3. Update my Estate Planning

Update my Estate Planning

This will provide information on how to update your estate planning account.

  • 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?
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