Learn about our tools, features, and services to make the most of your estate plan.
Learn how to manage and customize your TrusteeFriend account settings, including updating personal information, changing passwords, adjusting notifications, and managing subscriptions for a smoother user experience.
TrusteeFriend simplifies trust management with an intuitive dashboard, secure document storage, task tracking, and collaboration tools, helping trustees stay organized, compliant, and in control of their responsibilities.
Learn how to effectively use TrusteeFriend’s features, from setting up trusts and managing beneficiaries to tracking tasks, uploading documents, and collaborating with co-trustees, to streamline your trust management process.
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