Editing your Must Have Documents (Will, Trust, Power of Attorney, etc.) is simple and convenient! Whether you're making updates due to life changes or just reviewing your information, you can return to your account and revise your documents anytime.
Step 1: Log In to Your Account
Go to the Must Have Documents login page:
👉 Click here to log in
Use the email and password you created when you first activated your kit.
Step 2: Access Your Saved Documents
Once logged in:
Navigate to your Dashboard.
Choose Your Info and click on the section you would like to make changes to.
Step 3: Make Your Changes
Follow the prompts to update your information. You’ll be guided step-by-step through the sections that need editing.
You can change:
Personal details (name, address)
Beneficiaries
Executors/Trustees
Guardians for minor children
Healthcare agents and more
From the Document Review
You can also make updates while reviewing your documents:
In Document Review, look for text highlighted in red — these are editable fields.
Click on any red text to go straight to the page where you entered that information.
From there, you can Edit or Remove the entry, then add your updated details.
When you’re done, save your changes and continue reviewing your document.
Step 4: Save & Print Updated Documents
After making changes:
Click “Finish” to save your updated documents.
Download and print the final versions.
Don’t forget to sign and notarize where required for legal validity.