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What method can I use to distribute my documents?

"You can share your entire Estate Plan with your loved ones through the Shared Access feature. Follow these steps: 1. Log into your Cross-Border Worldwide account. 2. Click 'People' from the left side menu bar. 3. Click 'Share Plan' within the People window. 4. Enter their contact information, then select 'Other' as relationship. 5. Click 'Send Invite' - You’re good to go! Be sure to let the recipient know to accept within 7 days of receiving the invitation."

Updated on 01 Apr 2024