Welcome! And congratulations for taking the first step in the maintenance and life administration of your estate planning documents. This is your secure communication portal for maintaining your estate planning documents nd records, to express and elaborate on your stated goals and desires, and collaborate with your designees. Here's how to get started:

To begin "Click on Express Your Life Wishes"

  1. Wish Title/Description: Enter a short description, for instance "To Fund my trust", or " To share my trust with my successor trustee", or "To share my Advanced Healthcare Directive"
  2. Category selection: Trust, Funding of the trust, Wills and wardenship, Durable power of attorney for property management, Advanced health care directive Complete estate e-binder all together, Other
  3. Other Category: Create your own aspirational category
  4. Notes: Add your initial thoughts, notes/instructions applicable to the wish now or after you save. (optional) Over time you can come back to develop, refine, and update. Who, What, When Where, and Why. (optional)
  5. Attach Files: Click on the "Attach Files" to upload a document or documents applicable to the life wish now or after you save. (optional)
  6. Choose an image for your life wish (optional).
  7. Next click "Save & Begin".

On the next page you will be able to invite designees and/or others you want to be included in your wish circle. You can share and unshare with others as you develop your life wish and create your own wish circle.

Sharing category: family, friend, professional

  1. Enter the name of the person you like to invite.
  2. Enter their email address, double check.
  3. A personal message so they know this is you and not a spam email.

Or click on "I'll share it later"

Please wait...