You can share access to documents easily with the people you have named in your estate planning documents. These people are referred to as stakeholders. You can decide which stakeholders you want to share access with and customize their view to see only the documents you want them to see.
To begin, log into your estate planning dashboard and navigate to the PEOPLE tab found at the top:
From there, you will be able to see all individuals named in your plan and their roles.
Click on the document package(s) you want to share with a given stakeholder, and then click on the Invite button. You will then be prompted to enter their contact info, and an invitation will be sent to their email address.