How to Share Your Documents Digitally

You can share your entire Estate Plan with your loved ones using the Shared Access feature. This allows you to grant someone access to view an unsigned copy of your estate plan documents. For security reasons, they must access these documents within seven days of being invited by creating a FastWill account.

How to Share Your Documents Through Your Account

After logging into your account, follow these steps:

1. Click on Sharing from the left-side menu.

2. Click Share documents.

3. Enter the name and email address of the person you wish to share with.

4. If you’re sharing with a financial advisor, check the box beneath the email address field.

5. Click Send Invite.

The Sharing section will then display the name of the person you shared with and their status. The recipient will need to accept the invitation and create a FastWill account to view the unsigned digital documents.