How to Request Access to Your Client’s Completed Documents

Just follow the steps below to request access to your client's documents:

  1. On your Advisor dashboard, click the three dots on the right side of your client’s info and select Request Access. This will trigger an email invite to be sent to your client.

  1. Have your client log in to their account through the link they receive via email from Trust & Will or by clicking here
  2. Once logged in, your client needs to do is click the Summary tag and accept Document Sharing.
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