Giving Your Clients Access to the Online Estate Planning Documents

From your advisor account, click on the name of your client, then click on the blue Send Account Invitation button. This will send an invitation to the trust owner. 

To send an invitation to any of the other parties mentioned in the estate plan (Children, spouses, successor trustees, and beneficiaries), click on the name of your client, then click on the blue Go to Dashboard button. From the client dashboard, click the PEOPLE tab towards the top of the page. From there you can send or resend an email instructing the person on how to log into the EP Navigator Portal.

In the PEOPLE tab, you will see all of the people mentioned in the estate plan (Children, spouses, successor trustees, and beneficiaries). Check the box indicating you want to give access to the Trust Package and/or the Assets Package, then click the Blue Invite button.

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