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. You do not need to finish every topic in one sitting. Start with what you need today, then return to the other guides when you are ready. If someone invited you to their plan, begin with the Member guides instead: your available information and actions may be different.

Find a useful starting point

1. For your own account details, open Profile settings. Review the information shown and note anything that needs correcting.
2. For account protection, open Security settings and read the options available to you before making changes.
3. For property and other items you want to organize, open Assets. Review existing entries before deciding what information to prepare.
4. For files, open the document vault. Check what is already there so you do not confuse copies or versions.
5. For the people involved in your plan, open Members. Review names and intended roles carefully.
6. For will preparation, open the wills area and review any work already shown before starting another task.

Work in manageable steps

Choose one area and decide what you want to check. For example, you might review a contact detail, identify a document or write down a question about a person's role. Keep questions separate from private account credentials and sensitive document contents. If you change information, check the result shown in that area before moving on.

You can use the written guides without watching a video. Return to this Help Center whenever you need a different topic; reading a guide does not change your account, grant permissions or complete a task for you.

Know when to ask

Use the FAQ for general questions and Contact support for an app problem. Explain the area you opened, what you expected and any safe-to-share error text. Organizing information in Meerath is separate from making a legally effective will or appointment. Ask a qualified professional about the requirements that apply to your circumstances before relying on a document or taking legal action.