If you need to update any section of your Testamint documents, it’s quick and easy to do so from your account.
1. Navigate to Your Home Page
- Log into your Testamint account.
From the left-hand menu, select Summary.
2. Choose the Section to Edit
- On the Summary page, you’ll see a list of your completed sections (Basics, Guardians, Assets, Distributions, Arrangements).
Click the arrow icon next to the section you want to update to expand it.
3. Click the Edit Icon
Once expanded, click the edit icon (pencil inside a square) next to the specific item you wish to change.
4. Make Your Edits
- Update your information directly in the form fields provided.
When finished, select Save & Continue to save your changes.
You can repeat these steps for any section of your Testamint that needs updating. All changes will be saved and reflected in your final documents.
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