How to Request Access to Your Client’s Completed Estate Plan Details

Just follow the steps below to request access to your client's estate plan details:

  1. On your Advisor dashboard, click the overflow menu (three dots) on the right side of the client row and select "Request plan access." This will trigger an email invitation 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.
  2. Once logged in, your client will see a modal asking them to grant you access to their documents. Once they select ‘Share’ on this modal, you will have access to your client’s estate plan details.

Was this article helpful?
1 out of 5 found this helpful