How do I access documents that someone shared with me?

If a friend or family member has shared their plan with you, you can access their documents by following the steps below.

1. Open the email you received notifying you that a plan has been shared with you and click the link inside.
2. You will be prompted to create a Trust & Will account (or log in if you already have one).
3. Once logged in, you should see the shared documents right away!
4. If you don't see them immediately, click on your initials in the top-left corner of the page. You should see the initials of the person who shared the documents with you. Click on their initials and the shared documents will be there.

Please note: The invitation link will expire within 30 days of being sent. If your link has expired, please reach out to the person who shared the plan with you to request a new invitation.