How do I add a trustee to my account?

Adding a Trustee to Your Legalock Account

Trustees are essential to your legacy plan. They are the people who will have access to your information after your passing. Here's how to add them:

Step 1: Navigate to Trustees

From your dashboard, click on the "Trustees" card or use the navigation menu to go to the Trustees section.

Step 2: Add New Trustee

Click the "Add Trustee" button and fill in the required information:

• First and Last Name
• Email Address
• Phone Number (optional but recommended)
• Relationship to you

Step 3: Send Invitation

After adding the trustee information, you can send them an invitation email. They will receive instructions on how to create their account and accept their trustee role.

Important Notes:

• Free accounts can have up to 1 trustee
• Premium accounts can have up to 5 trustees
• Trustees cannot access your account while you are alive
• You can edit or remove trustees at any time

For more information about trustee management, visit our Trustees & Contacts help section.