How to Share Your Documents Digitally

You can share your entire Estate Plan with your loved ones through the Shared Access feature. Grant someone access to view an unsigned copy of your estate plan documents. For security reasons, they'll need to access these documents within seven days of being inviting by creating a Trust & Will account.

How to Share Your Documents Through Your Account

Just take the following steps after logging in to your account:

  1. Click Sharing from the left side menu. 
  2. Click Share documents 
  3. Enter the name and email address of the person you'd like to share with
  4. If you are sharing with a financial advisor, click the checkbox beneath the email address input
  5. Click Send Invite
  6. The Sharing section will populate with the name of the person you shared with and their status

The recipient will need to accept the invitation and create a Trust & Will account to view the unsigned digital documents.

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