You can grant other people access to an estate, which can be very useful if you want to work together with a probate attorney or you want to share estate details with heirs. You can grant individual users different access levels:
Edit: Changes allowed (including sharing permissions)
View-Only: No changes allowed
No Access: All access denied (useful if you want to temporarily disable access)
Alternately, you can instead generate PDF documents or computer data files, and provide those to the interested parties, without giving them direct access to EstateExec (see Print or Export for details).
To grant someone access to an estate:
Once the other person receives the invitation email, he or she can click on the link it contains and access the estate. Once the other person accesses the estate, you will see a checkmark in the Responded column of the User Access Permissions table.
If the person cannot find the email, tell them to look for something from support@EstateExec.com, and to possibly look in their spam folder. If they still cannot find it, you can resend an invitation from the Define Access dialog.
To modify someone's access to an estate:
The change will be effective immediately, although the other person may need to refresh any open page from the estate for the change to be immediately apparent.
To reversibly eliminate someone's access (so you can optionally restore it later):
To permanently eliminate someone's access (so that you would have to send them a new invitation email if you later wanted to restore their access):