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How do I download my asset information?

No worries, downloading your asset info is easy! Just take the following steps after logging into your Trust & Will account:

  1. Click the Assets tab of the left side menu bar.
    Screen_Shot_2022-06-29_at_2.36.40_PM.png
  2. Click the three vertical dots to the right of the "+ Add Asset" button.
    Screen_Shot_2022-06-29_at_2.37.52_PM.png
  3. Click "Download CSV"
    Screen_Shot_2022-06-29_at_2.43.37_PM.png
  4. From there, you can share the file digitally with your Executor!

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