Build Your Team
Choose trusted family & advisors
and provide access to your CheckOutPlan
Build Your Team of Family, Advisors & Friends to Support Your Plan
Make sure that the right people are in place and ready as needed
Make your legacy plan come alive with support from a team, typically composed of trusted family, advisors and friends. Give them the opportunity to collaborate or preview the sections of your CheckOutPlan when you’re ready to share.
Add the Right People
Make your information accessible
Team Members have access to your shared information 24/7
Check-Out makes it easy
Use the pre-written letters to speed up invites and more
Share only what you want
Choose which parts of your CheckOutPlan you wish to share
Manage team members easily
It’s easy to add or delete Team Members whenever you like
Define team member duties
Communicate and let each Team Member know what is expected of them
Rewards for the team!
For ideas on how to say “Thank You” your team, visit the Articles section
Gathering a Great Team
Who are the people you can trust to show up when called upon?
Make Your Shortlist
Assess what needs to be done and consider who are the best people to ensure the job is done
Using pre-written invites, ask Team Members to participate in your CheckOutPlan
Make it Official!
Let them know what tasks you have in mind and receive confirmation from Members