Share your estate with your attorney or CPA
Feature
Your attorney or CPA can now invite you to share your estate in Legacywyse. Once you accept, they can view your Plan progress, key dates, court forms, uploaded documents, and estate value totals from their own workspace.
Access is view-only. Individual Banking accounts, transactions, inventory items, Family Review, and SageAI conversations aren’t included in the shared workspace.
In Settings under Professional access, you can see who has access, check recent viewing activity, and remove access at any time.
Attorneys and CPAs can set up a professional profile to invite their clients.
7 days ago