Help Center
Find a practical next step for your own plan or for information someone has shared with you. Start with one topic; these guides help you review information without confusing account access with legal authority.
You can use the written guides without a video. For general questions, visit the FAQ; for an app problem, contact support without sending passwords or private estate documents. Legal validity and appointments require advice relevant to your circumstances, separately from organizing information in the platform.
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Getting Started
- Getting started: choose your next task
Meerath brings information about your plan into separate areas so you can work on one topic at a time.
For account holders - Organize your documents in the vault
The vault is the document area for your plan.
For account holders - Prepare for a will review
Begin a will task by understanding the information already in your plan and the questions you need answered.
For account holders - Review the people involved in your plan
Use Members to review the people you intend to involve in your plan.
For account holders - Review your account security options
Review account protection on a device you trust and allow enough time to read the instructions.
For account holders - Review your profile information
Your profile is a useful place to start when reviewing the information associated with your account.
For account holders - Start organizing your assets
Use the assets area to review the property and other items you are organizing for your plan.
For account holders
Family Members & Shared Access
- Member best practices: questions, records and check-ins
Keep your part in an estate plan manageable: know which person's plan you are reviewing, ask focused questions and keep an appropriate record of what you have been asked to do.
For members - Navigating your Member dashboard
Use your Member dashboard as a starting point for reviewing information shared with you.
For members - Security and privacy for Members
Treat estate information as sensitive, including information that you can legitimately view.
For members - Start here: your Meerath Member guide
You have been invited to take part in someone else's estate plan.
For members - Understanding shared access
Shared access concerns the information you can see or use in the app.
For members - Understanding your role
Begin with the role shown for the relevant will holder, not with a general description of what an executor, beneficiary, guardian or witness might do.
For members