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We encourage you to compare us to the competition.
See for yourself why we have the best service at any price!
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A Dropbox folder is a special shared folder that allows two-way file sharing between you and a designated advisor such as an estate planning attorney, a tax accountant, a financial planner, or an image expert. Documents are exchanged through a secure channel making it much safer than email.
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For example, after your family attorney registers with Estate++ as a Corporate Partner you associate their firm with your Legal Dropbox. While creating your estate plan, your attorney uploads the initial draft to your Legal Dropbox folder. You download this document, review it, make changes, and upload it back to the Legal Dropbox. Afterwards, your attorney downloads your changes for review, etc... This exchange continues until the document is complete. Once complete, you move the document to a private folder.
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In order to share documents with your legal, tax, or financial advisor you need to associate their firm with the appropriate dropbox. You can find the necessary screen by navigating to the appropriate dropbox located under the Sharing Documents menu.
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You need to choose your advisor's firm from the Configure Dropbox screen.
Your advisor's firm will only be displayed after they register with Estate++.
If your advisor's firm does not show up in the list have them contact us for instructions on how to register.
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