Create one or multiple succession plans for your Vanguard Charitable account. 

The first step in establishing your succession plan is to be sure you review your options. You can read more about your options here or contact us to discuss your needs. 

To view your existing succession plan: 

1. Log in to your account and navigate to My Account àAccount Details.
2. Scroll down to My Succession Plan and locate your existing plan details directly below the My Account Documents section.
   • It is not uncommon for My Account Documents to list None on File, keep scrolling!
3. Click Show More to review the details of your plan. 

To update your existing plan: 

1. Next to My Succession Plan, click Edit.
2. On the Edit Legacy Options page, scroll to your existing succession plan and click View & Edit.
3. Make the edits you’d like to your plan. Once finished, scroll to the very bottom of the page and click Update. 

To leverage multiple options for your succession plan: 

1. Next to My Succession Plan, click Edit.
2. On the Edit Legacy Options page, scroll to your existing succession plan and click View & Edit.
3. Change the percentage allocated to this option and click Save and Continue.
4. Scroll to your additional option and click View & Edit.
5. Choose the percentage you’d like allocated to this option and fill in the related details.
6. Scroll to the very bottom of the page and click Update. 

To replace your existing plan with a new option: 

1. Next to My Succession Plan, click Edit.
2. On the Edit Legacy Options page, scroll to your existing succession plan where you can remove the original option by clicking Remove.
3. On the Edit Legacy Options page, scroll to preferred option and click Select.
4. Choose the percentage you’d like allocated to this option and fill in the related details.
5. Scroll to the very bottom of the page and click Update. 

Additional tips for updating your succession plan: 

• If you don’t see the edits reflected on your Account Details page, confirm you’ve clicked Update at the bottom of the page after making changes.
• If you’re not able to click Update after making changes, confirm that the total percentages allocated to each option total 100% and that there are no required fields left blank.
• If you’re interested in introducing your Successor Advisor(s) to your Vanguard Charitable account, you can add them as an Interested Party at any time.