• Cliff Coulter

Grow Your Estate

Updated: Jan 14, 2019

With our will planning guide, you’re not only planning your estate, you can also grow your estate by making sure your beneficiaries can locate your assets. With our premium membership, we periodically securely send an infographic of your entire estate planning guide to the trusted members that you select.



What can members do?

Members can use your plan to access the assets that do not need to go through probate, even the day after your death.


Tip:

You can make anyone a member of your estate planning guide. Adding multiple members is a great way to ensure that someone you trust is available to access your non-probate assets.





Here’s how to do it:

  1. Head to your Profile Page

  2. Select create a member

  3. Print out the PDF form

  4. Fill out the PDF form as accurately as possible

  5. Sign the PDF in front of a notary

  6. Upload the notarized PDF form by clicking the upload button on your Dashboard

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