How can I access my documents?

To view your documents, log into your Trust & Will account and take the following steps: 

  1. Click “Documents” on the left side menu bar. 
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  2. Next, click "Estate Plan” from the drop-down menu. 
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  3. From there, you can click on each document to view or download. 
    Screen_Shot_2022-04-29_at_9.29.52_AM.png

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If you'd prefer that we ship the physical copies of your documents, just click "Ship My Docs" on the upper right side of the page in your account.

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