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.