It's here! Announcing Family Office Suite™, estate management solutions for complex estate plans

Announcing Emergency Access

Learn more about our Emergency Access feature

August 8, 2022
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Wealth is pleased to announce our Emergency Access feature is now available. With Emergency Access, you can select at least two trusted individuals who will receive access to your Wealth account, estate plan and other essential documents in the event of an emergency.


To set up your Emergency Access:

  • Go to Settings
  • Select Emergency Access
  • Click “Add Emergency Contact”
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