What is a legacy contact?

A legacy contact is the 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 to designate a legacy contact

A legacy contact can be added to your Trust & Will account within My account → "Profile & Settings" by clicking “Add” and following the onscreen prompts.

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?

Today, account data includes an inventory of assets and an unsigned digital copy of estate plan documents. 

Note: Under today’s laws, the unsigned estate plan document stored on Trust & Will is not legally enforceable.  Make sure your executor or trustee knows where to find the executed (fully signed) version of your estate plan.