An address can be updated in the client portal under settings. Here are the steps to update an address:
Navigate to your initials in the top right corner of your account
Click on it and select Settings
From Personal Info, under Basic Information, you will see your address listed. Select Edit to update
Scroll to the section Contact Information and edit the address.
NOTE: If your address is not populating through the Google integration correctly, you have the ability to 'manually' enter the address as well.Click Save and Exit once done
A pop-up window will appear stating “Congratulations on your Move..” Select Update
You will see a message appear next to your initials letting you know your address has been updated successfully, making your documents state-specific to your new state
Now you can re-generate the PDF and ensure the document populates with the new state info.
To Regenerate the PDF:
Navigate to Document Center in the top menu
If the document you wish to regenerate is clearly listed in your 3 primary documents, select the document of your choice and click Edit
If the document you wish to regenerate is not clearly listed in your primary documents, select View All Documents and select your document of choice there. From the drop-down selection, select Edit
Navigate to the Review Panel to now regenerate the PDF with those updates
FAQ
Do I need to update my estate plan now that I have moved? While we can’t advise you on whether you should update your estate plan, moving is indeed a good reason to consider revising your documents. Below is a helpful resource that outlines how often/when you should consider updating your estate plan: Moving to a new state can also have significant tax implications for your estate plan. For instance, some states impose estate taxes while others do not, and the income tax obligations of a revocable trust often follow the grantor’s state of residence.
If you are moving to a different address within the same state, you can update your account with the new address. However, the language on your documents will remain the same since the state has not changed. This is because the legal framework governing your documents remains consistent within the same state, ensuring no additional compliance steps are necessary.
If you are relocating to a different state, you can update the address in your account and update your documents to reflect your new state. For example, moving from a state with estate taxes to one without, or vice versa, can affect your estate planning strategy. Additionally, state-specific laws may influence how your documents are interpreted or enforced.
When you update your address, the documents will regenerate on the platform to reflect the new state. If your goal is to revalidate the documents for this new state, you can print them and sign and notarize them. Revalidating ensures that your documents meet the legal requirements of your new state, which is crucial for their enforceability and compliance.
If you created a trust and wish to restate it, you will need to re-enter the Trust document workflow and answer a few questions about the trust restatement at the very beginning. This will ensure the restatement language is included in the updated trust. Trust restatement is particularly important when moving to a state with different trust laws or tax regulations, as it ensures your trust remains aligned with your estate planning goals and complies with local laws.
Otherwise, you can return at any time to update your estate plan and complete the restatement when you are ready if that is your goal to do so.
What if I split my time between two places?
Your residence will determine which state’s laws will govern your will, and you should select the state where you have your closest connections, such as family, a home you own (vs rent), driver’s license, voter registration, primary care physician or where your children go to school. Note that choosing a state for your will may have implications for your state income tax filings, and you should consult with a CPA or attorney if this applies to you.