To update a plan, just click on the “update” icon on the dashboard next to the plan you want to update. You will be taken to the questionnaire that you most recently completed. All of your previous answers will be available. You can change any answer. For example, if your client previously did not have a will or power of attorney, and now does, you can update (only) those questions and then save your answers. You do not need to re-answer any of the other questions – just save the page with your updated answers and a new plan will be generated.