Account Setup

How to Create an Account on TrusteeFriend.com

Welcome to TrusteeFriend! Creating an account is simple and takes just a few minutes. Follow the steps below to register and set up your profile:

Step 1: Go to the TrusteeFriend Website

1. Open your web browser and navigate to app.trusteefriend.com.
2. Click on the Sign Up button located at the top right corner of the homepage.

Step 2: Choose Your Account Type

1. Select the type of account you want to create:some text
   • Individual Trustee: For personal trustees managing trusts.
   • Professional Trustee: For organizations or individuals offering professional trustee services.
2. Click Next to proceed.

Step 3: Fill in Your Registration Details

1. Provide your basic information:some text
   • Full Name: Enter your first and last name.
   • Email Address: Use an email you check regularly.
   • Password: Create a strong password with at least 8 characters, including letters, numbers, and special symbols.
2. Agree to the Terms of Service and Privacy Policy by checking the corresponding box.
3. Click Sign Up to submit your information.

Step 4: Verify Your Email Address

1. Check your email inbox for a verification email from TrusteeFriend.
2. Open the email and click the verification link.some text
   • If you don’t see the email, check your spam or junk folder.
   • Still can’t find it? Click Resend Verification Email on the sign-up page.

Step 5: Set Up Your Profile

1. After verifying your email, log in to your new account.
2. Complete your profile by adding the following information:some text
   • Contact Information: Provide your phone number and address (if required).
   • Trust Details: Enter basic details about the trusts you plan to manage (optional during setup).
3. Upload a profile picture to personalize your account (optional).

Step 6: Start Using TrusteeFriend

You’re all set! Explore the platform to:

• Manage your trusts and beneficiaries.
• Upload and organize important documents.
• Stay on top of your trustee responsibilities with helpful tools and resources.

If you encounter any issues during registration, our support team is here to help. Visit our Help Center or contact us at support@trusteefriend.com.