Create     Sign     Fund     Share     Amend     Settle     Documents     Education Center     F.A.Q
Learn How to Create an Estate Plan
Using the Online Platform

Starting an estate plan using the online platform is easy! Simply log onto and click the “login” button in the top right corner or anywhere else where there is a link to the platform.

Alternatively, you can log on directly to the platform by going to or by logging on to your company’s dedicated platform access site.

Once you have logged into your account, your dashboard will appear. On the right hand of your screen there will be a few options regarding actions you can take on your dashboard. One of those options is “Create New Client.”

Click on it and begin creating an estate plan for your client today by entering the client’s information.