Adding a Legacy Contact to Access Your Account

What is a legacy contact?

A legacy contact is a person you designate to have read-only access to your Trust & Will account data and information after your death, subject to proof of death and identity.

How does a designated legacy contact access account information?

Upon your death, your designated legacy contact may contact our Member Success team for access to your Trust & Will account data and information, subject to proof of death and identity.

What will a legacy contact get access to?

Your legacy contact will see your account data, such as an inventory of assets and an unsigned digital copy of estate plan documents. 

Under today’s laws, the unsigned estate plan document stored on the Trust & Will website is not legally enforceable.  Make sure your executor or trustee knows where to find the executed (fully signed) version of your estate plan. Learn more about how to manage your documents: How to Finalize and Manage Your Completed Documents 

How to Designate a Legacy Contact

A legacy contact can be added or changed at any time. You will need their legal first and last name and their email address. 

After logging in to you account:

  1. Click My account in the top right corner of the page
  2. Click Profile & settings from the drop-down menu
  3. Scroll to the 'Security' section and click Add:
    Screen Shot 2024-02-11 at 7.30.29 PM.png

 

 

 

Was this article helpful?
55 out of 55 found this helpful