Help Center

Welcome to the Your Trusted Planner Help Center. Find guides and documentation for both attorneys and clients.

For Attorneys

Guides for managing your estate planning practice with Your Trusted Planner.

• Getting Started - Dashboard overview and navigation
• Managing Clients - Add, track, and manage clients
• Journeys & Workflows - Configure service delivery workflows
• Documents - Templates, generation, and signatures
• Appointments - Calendar and scheduling
• Administration - System setup and configuration

For Clients

Guides for navigating your legal journey.

• Getting Started - Your portal walkthrough
• Your Journeys - Track your progress
• Your Documents - Review and sign documents
• Uploading Files - Submit required documents
• FAQ - Common questions answered