1. Trust & Will
  2. Estate Planning
  3. How-To's
  4. Documents

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. 
    Screen_Shot_2022-04-29_at_9.12.30_AM.png

  2. Next, click "Estate Plan” from the drop-down menu. 
    Screen_Shot_2022-04-29_at_9.14.23_AM.png

  3. From there, you can click on each document to view or download. 
    Screen_Shot_2022-04-29_at_9.29.52_AM.png

    Screen_Shot_2022-04-29_at_9.31.50_AM.png

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.

Screen_Shot_2022-04-29_at_9.39.56_AM.png

Articles in this section

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.