Collaboration
Self-directed for clients. Hands-on when they need you.
The client experience is self-directed, but advisors are never on the sidelines. Collaboration gives advisors secure access to contribute to a client's plan, fill in gaps, and provide white-glove service when it matters most.
What is Collaboration?
Collaboration bridges the gap between self-service and full-service estate planning. Clients answer questions and build their plan at their own pace. But when they get stuck, need help with financial details, or want their advisor's input, Collaboration lets advisors step in directly. Advisors can add information, review progress, and contribute to any section of a client's plan in a secure, logged environment. Every action is tracked for compliance, and access is time-limited to protect client privacy.
How It Works
How Collaboration works
Advisor requests access
Advisors request access from the client detail screen. Clients receive an email notification and can approve or deny the request.
Advisor securely accesses the client account
Once approved, the advisor can view and edit the client's plan directly. A persistent banner indicates they're working in the client's plan, and all changes are logged.
Client reviews the changes
Clients receive a notification summarizing what the advisor contributed. They can review, adjust, or confirm the additions before moving forward.
Features
Collaboration features
Secure, time-limited access
Collaboration access expires automatically. No lingering permissions, no risk of unauthorized changes. Advisors request access when they need it.
Full audit trail
Every action taken in Collaboration Mode is logged. Advisors, compliance teams, and clients can see exactly what was added, edited, or reviewed and when.
Fill the gaps clients can't
Clients often get stuck on financial details like account numbers, trust specifics, or beneficiary designations. Advisors can step in and add what they know without waiting for back-and-forth emails.
White-glove service at scale
Some clients want hands-on support. Collaboration lets advisors deliver personalized service without abandoning the self-directed flow that keeps most clients moving.
Use Cases
Who uses Collaboration?
For Advisors
- Pre-fill client plans with CRM data and financial details before the client logs in
- Step in when clients get stuck on complex questions about assets or beneficiary designations
- Review client progress and add context that only the advisor would know
- Deliver a premium, white-glove experience to high-value clients
For Individuals
- Invite your advisor to help with sections you're unsure about
- Get help with financial details you may not have readily available
- See exactly what your advisor added and confirm before it's saved
- Move faster by letting your advisor fill in the details they already know
FAQ
Common Collaboration questions
Yes. When you grant access, your advisor can see everything that's part of your estate plan. However, advisors cannot access your Legacy Capsule. Account information also cannot be seen or changed by your advisor.
No. Collaboration access expires automatically after a set period. Advisors need to request access each time, and you confirm before they can view or edit anything.
Collaboration is a premium feature available on Professional plans. Advisors can enable it for their clients as part of their subscription.
You always have the final say. Everything your advisor adds is clearly marked, and you can review, adjust, or remove any changes before finalizing your plan.
See Collaboration in action
Schedule a personalized demo and discover how Collaboration can transform your estate planning workflow.