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When should I make updates to my will?

Life changes like marriage, children, or a move can affect your estate plan. Learn when and how to update your Will using NetLaw.

Updated over 2 weeks ago

Creating a Will is an important part of your estate plan, but keeping it up to date is just as essential. Major life changes can affect your assets, family structure, or wishes, and your Will should reflect those changes to stay accurate and effective.

Life Events That May Trigger a Will Update

You should consider reviewing and updating your Will whenever you experience:

  • Marriage or Remarriage

  • Birth or Adoption of a Child

  • Divorce or Legal Separation

  • Death of a Spouse, Beneficiary, Guardian, Trustee, or Executor

  • Significant Change in Assets (e.g., buying a home, starting a business, inheritance)

  • Moving to Another State

  • Change in Roles or Relationships (such as a new guardian or updated trustee)

How to Update Your Will in NetLaw

Updating your Will with NetLaw is easy. Here’s how:

Step 1: Update Your Address (if needed)

  • Click My Profile in the left-side menu

  • Scroll to the address section and enter your new information

Step 2: Add or Remove People

  • Go to Family and Contacts

  • Use the + button to add new individuals or edit/remove existing ones

Step 3: Edit Your Will

  • Click SmartGuide Interviews from the left menu

  • Select Last Will (or Last Will + Living Trust if you have our Trust package)

  • Click your name, then click Edit

  • Make any updates and click Finish to assemble your updated Will

Step 4: Download and Re-Execute

  • Go to the My Files section to download your new Will

  • Re-sign and notarize your updated Will so it becomes your legally effective version

Need Help?

If you have questions while updating your Will or any other estate documents, our support team is here to assist. Reach out through the live chat feature in your account or call us at 502-648-6722.

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