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.

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2.
Click "People" from the left side menu. 

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3. Click "Share Plan" within the People window.

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4. Enter their contact information, then select "Other" as relationship (You can include an optional message if you'd like.)

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5. Click "Send Invite" - You're good to go!

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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!

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