You can give your Financial Advisor access to view your estate plan in two ways:
Option 1: Through the Trust & Will Advisor Portal
If you created your account using the referral link sent by your Advisor, you'll be prompted during setup to share your plan. Select "Share" to allow your Advisor to view your progress and estate plan data through their Advisor portal.
If your Advisor didn't send you a referral link when you initially created your plan, they can still add you later using the "Add/Refer Client" button in their portal. You'll receive a linking email from Trust & Will that you'll need to accept to connect your plan. Alternatively, your Advisor can send you their referral link directly — simply log in through that link to establish the connection.
Option 2: Through the Sharing Page
You can also grant access at any time via the Sharing Page. For step-by-step instructions, see How to Share Your Estate Plan.