Currently, people will see you and your kids when they accept the role invitation. However, they only have access to material that you specifically share with them. All other details such as your assets, belongings, and insurance policy are kept private.  

If you want to share your Will or Trust with them, you can email them a copy. When you have completed the checklist for the Will or Trust and all the indicators are green, select "Print & sign my will/trust".

This will generate your customized documents based on your choices and information entered into the app. At the bottom, left of the document screen, tap the "Action" icon.


This will bring up a screen which will provide you with options for sharing the documents. If you choose "Mail", a PDF will be created and you can send it to your executor or trustee. 

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