How to Share Documents with Your Financial Advisor

You can share your Estate Plan documents with your Financial Advisor in two ways:

1. Through the Trust & Will Advisor Dashboard: If you created your account using the referral link provided by your Advisor, you’ll be prompted to decide whether you want them to access your documents. If you choose yes, they will be able to view your progress and documents through their Advisor dashboard.
2. Using the Shared Access Feature: This feature provides another way to share your documents with your financial advisor. To learn more, check out: How to Share Your Documents.