Welcome to Your Trusted Planner
Welcome! Your Trusted Planner is your personal portal for managing your estate planning journey. This guide will help you get started.
Logging In
- Use the email and temporary password provided by your attorney
- Navigate to the portal URL
- Enter your credentials and log in
Your Dashboard
When you log in, you'll see your personal dashboard with:
- My Journeys: Services you're enrolled in with progress indicators
- My Documents: Documents assigned to you
- Upcoming Appointments: Scheduled meetings
- Quick Stats: Documents pending, progress on current journey
Navigation
The sidebar menu gives you quick access to:
| Menu Item | What You'll Find |
|---|---|
| Dashboard | Overview of your account |
| My Journeys | Your service progress |
| My Documents | Documents to review and sign |
| Appointments | Scheduled meetings |
| Profile | Update your information |
Next Steps
- Review your active journeys
- Complete any pending documents
- Upload requested supporting documents
- Check your appointments
If you have questions, contact your attorney's office.