Certain life events trigger the need to update your will and other estate planning measures. These include:
• Marriage
• Children, by birth, adoption, or marriage
• Divorce
• Death of a spouse
• Change in assets
• Relocation
• Change in status of a guardian, trustee, or executor
• Changes in tax laws
Updating your documents in NetLaw is simple. Follow these steps to update your documents:
To update your documents with your new address, please follow the steps below:
Click "My Profile" on the left side of your account and navigate to the address section to update your address information if needed.
Click "Family and Contacts" on the left side of your screen to add or remove any individual that does or will play a role in your documents.
Click "SmartGuide Interviews" on the left side of your screen. You will see a list of documents that appear underneath SmartGuide Interviews. Select the document you wish to update, choose your name, and then click the "edit" button to make changes to your documents.
Your updated documents will be available for download in the "My Files" section of your account. When making changes to your documents, it is recommended to have them notarized so they are effective.
If you need any further assistance or have questions during the process, feel free to contact us, and we’ll be happy to help.