When you create a household and invite the client, they receive an email with a link to your branded portal. This article covers what clients see, what they can do, and how the advisor and client sides connect. For the overview of how full white-label works at the firm tier, see White-label estate planning for RIAs and firms.
The invitation
The invitation comes from your firm, with your name and brand, and points to your portal. The client sets a password and signs in, so they see your brand from the first email. They confirm a few basics the documents need, and anything you already entered is not asked again.
The client dashboard
The dashboard is the client’s home screen. It shows where their plan stands, what is waiting on them, and how to reach you.
My info
My info is where clients keep the household record: their personal details, family, assets and important people (a trusted friend, a parent, a CPA, an attorney). What they enter here prefills every questionnaire, so they never enter it twice.
You see everything the client enters in My info from the household, as they enter it.
Completing a questionnaire
The client completes questionnaires from the portal, in the same plain-language form you see. You can follow their progress and talk through the questions with them, but the client provides their own information.
The client completes the questionnaire and makes every selection. If the advisor types an answer, the advisor goes through every selection with the client and confirms on the platform that the client made it before the final document is generated. Documents are assembled from state-specific, statute-cited templates. Attorney review is a separate service the household engages directly.
Documents
Finished documents appear on the client’s Documents page. Clients can read them in the browser, download them, and see each document’s status.
Clients cannot delete documents. To change a finished document, the client asks you. A signed trust can be changed with Change trust, which either of you can start.
Digital Safe
Clients open the Digital Safe from their dashboard. They can upload their own files (insurance policies, deeds, account statements), store passwords, and write their Legacy Letter. See the Digital Safe article.
Funding letters
After a revocable trust is finished, funding letters are drafted from the household’s asset inventory. The client can see the drafts, and either you or the client approves each letter. The client then downloads, mails and confirms them from the portal. See trust funding.
Account settings
Clients manage their own account: email, password and two-factor authentication. They can also see your contact information and the support email for your firm.
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