You have been invited to take part in someone else's estate plan. Start by understanding who invited you, the role shown for you, and the information available in your account. This guide explains how to find your way around; it does not decide your legal rights or responsibilities.
Your first review
- Open your Member dashboard and review the information shown for the relevant will holder.
- Read Understanding your role before acting on a request. If the role is unfamiliar, ask the will holder to clarify what they intended.
- Review assigned assets and shared documents only where they are available to you. Missing information is not proof that an asset or document does not exist.
- Keep your contact information current and review your account settings. Do not share your login credentials with the will holder or another member.
Choose your next task
Use Understanding your role for role questions, Navigating the dashboard for finding information, and Understanding shared access for missing or restricted items. Security and privacy covers safe handling of information. Member best practices covers questions, records and regular check-ins.
When you need help
Use Get Help in the Member dashboard for support options. Explain what you were trying to do and the error you saw, without including passwords, recovery codes or private documents. Ask a qualified professional about legal duties, eligibility or estate decisions.
A practical first check-in
- Confirm the inviter's identity through a contact method you already know. If an invitation is unexpected, ask about it before sharing information.
- Write down the role you see and one question you want to clarify. You do not need to make an estate decision just to get oriented.
- Choose one available item to review, or ask whether anything was intended to be shared if the area is empty.
- Agree with the will holder what, if anything, they need from you next. Keep that conversation separate from an app support request.
If you participate in more than one plan, check whose information you are looking at each time you return. Keep your notes distinct so a question about one person does not get applied to another.