Frequently Asked Questions

Common questions about using Your Trusted Planner.

Account & Access

How do I reset my password?

Go to Profile and click Change Password. Enter your current password and your new password.

How do I update my contact information?

Go to Profile and update your details. Click Save when done.

Who can see my information?

Only your attorney and their authorized staff can access your information. Your data is secure and confidential.

Documents

Are electronic signatures legally valid?

Yes. Electronic signatures are legally binding under federal and state law.

How do I know if I've signed everything?

Check My Documents - documents showing "Signed" or "Completed" status have been successfully signed.

Can I get paper copies?

You can download PDFs of all your documents. If you need physical copies, contact your attorney's office.

Journeys

How long does the process take?

This depends on your specific matter and how quickly required documents are completed. Your attorney can provide an estimate.

What if I'm stuck on a step?

Contact your attorney's office. They can help you understand what's needed.

Can I work on multiple journeys?

Yes, if you're enrolled in multiple services, you can view and work on all of them from your dashboard.

Technical Issues

The portal isn't loading

Try refreshing the page or clearing your browser cache. If problems persist, contact your attorney's office.

I can't upload a file

Check that your file is under 10MB and in an accepted format (PDF, JPG, PNG, DOCX).

I didn't receive a notification

Check your spam folder. If you're still not receiving emails, update your email in your profile or contact your attorney.

Getting Help

For any questions not answered here, please contact your attorney's office directly. They're here to help you through this process.