Introduction
If you want to change or customize the wording in your documents, this article explains where you can make updates in the software and what changes require updating your answers.
How to update document wording
Most document wording is generated automatically based on your answers.
To update the wording:
Log in to your account.
Go to the section related to the document you want to change (for example, Trust, Will, or Power of Attorney).
Review and update your answers in the interview screens.
Click Save.
Regenerate or preview the document to see the updated language.
Can I directly edit the document text?
In most cases, you can’t directly edit the legal text inside the document preview.
The system uses standardized legal language. To change what the document says, you update the answers that feed that section.
If a customization field is available (like a notes or special instructions area), you can edit wording there.
Troubleshooting
I changed my answers but the document didn’t update.
Save your changes, then regenerate/refresh the document preview.
I don’t see where to change a specific paragraph.
Go back to the section tied to that topic (for example, Trustees, Beneficiaries, or Distribution Instructions). That’s where the wording comes from.
I need highly customized legal wording.
The platform supports structured customization, but complex legal changes may require an attorney.