Executor Dashboard
Estate Document Access
As an executor, you need to provide client information before accessing estate documents in the vault.
Verify Identity
Complete the verification form to confirm your role as executor
Submit Information
Provide necessary details about the estate and beneficiaries
Access Documents
Gain secure access to all estate-related documents in the vault
Begin Executor Information Form
After completing the form, you will be redirected to a thank-you page and gain access to all documents in the vault
Are you a Beneficiary?
If you are a beneficiary or heir to the estate, please verify your identity using the beneficiary form.
Begin Beneficiary Verification
After verifying your identity, you will be able to access shared documents