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Invite Trusted Individuals to View the Executor Toolkit

Invite co-executors or others to view the estate information

Maddie avatar
Written by Maddie
Updated over 4 years ago

You may invite up to 2 trusted individuals to view the estate file in read-only mode, meaning they can see the information but cannot add to it, delete it or modify it in anyway.

At the top right corner, where it says, "Welcome Your Name", click the down arrow and select Account Settings.

Follow the instructions to invite up to 2 trusted individuals. Each person will receive an email from QE notifying them that you wish to share the estate information and will be asked to create their own password to view the file.

You may revoke their access anytime and replace them with someone else.

You are solely responsible for ensuring that whomever you invite to view the confidential information is completely trustworthy. You are also responsible for revoking their access when necessary.

QuickEstate cannot be held responsible if you share the estate data with someone who is not completely trustworthy.

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