How to Share Your Estate Plan with Your Financial Advisor

You can share your Estate Plan with your Financial Advisor. There are two ways that you can grant access to your advisor:

Through the Trust & Will Advisor Dashboard

If you created your account by clicking the referral link sent to you from your Advisor, you'll be asked whether or not you'd like them  to view your estate plan. If you select "Share," they'll be able to view your progress and estate plan data through their Advisor dashboard.

Utilizing the Sharing Page

The sharing page offers an alternative method to share your estate plan with your financial advisor. Learn more: How to Share Your Estate Plan

 

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