Your Digital Agents

Share access to your estate planning account by naming Agents below.

Agents can only read (not edit) your documents.

Steps to Naming Agents:

  1. Provide name(s) and email(s) for each agent.
  2. An email invitation will then be sent to the agent for confirmation.

Your Documents Acknowledged

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Agent 1

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Status: {{digital_e_1_status}}

Must complete at least one estate document, before naming an agent.

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Agent 2

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Status: {{digital_e_2_status}}

Must complete at least one estate document, before naming an agent.