Learn How To Amend An Estate Plan Using The Online Platform
How to update and make changes to your estate plan using the online platform
Your client’s documents should be kept current. We make that easy by allowing you and your clients to log in to the online platform and make an amendment anytime and from anywhere where you have internet access.
Step 1: Log into the online portal and go to the dashboard then click on the “Documents Tab”
Step 2: Click on the small pencil icons next to the “ready to sign” headlines to make changes to your documents before they have been signed and notarized. Then follow the instructions to make changes.
To make an amendment to documents that have already been signed and notarized, click on the small pencil Icon beneath the “Ready to Sign” headline and follow the instructions.
Step 3: Have your client pay the amendment fee (if applicable) in the platform and your new documents will be available to download, print and email from the online platform.