How can I share my documents?

You can share your entire Estate Plan with your loved ones through the Shared Access feature. Just take the following steps:

1 . Log into your Trust & Will account.

Screen_Shot_2022-04-11_at_4.05.52_PM.png
2.
Click "People" from the left side menu. 

Screen_Shot_2022-04-11_at_3.10.38_PM.png
3. Click "Share Plan" within the People window.

Screen_Shot_2022-04-11_at_3.12.12_PM.png
4. Enter their contact information, then select "Other" as relationship (You can include an optional message if you'd like.)

Screen_Shot_2022-04-11_at_3.21.54_PM.png
5. Click "Send Invite" - You're good to go!

Screen_Shot_2022-04-11_at_3.22.10_PM.png

Be sure to let the recipient know to accept within 7 days of receiving the invitation. Learn how to share your documents with your Financial Advisor here!

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