In this article, you will learn how to login into your dashboard and how to utilize the different tabs and functions within your estate planning dashboard.
Access to your Dashboard
Your advisor can send you a system-generated link to create your own username, password and 4-digit PIN to access your dashboard. Bookmark the domain for future reference and make note of your selected PIN. You will need this PIN when using the Forgot Password feature.
Tabs:
- Documents - Here, you can find all your estate planning documents, which you can view/edit at any time.
- People - Here, you can share or deny access to the people named in your estate planning documents.
Functions:
Here are the five main functions you can use within your dashboard.