Understanding And How To Navigate The EZ Living Trust Client Dashboard

Introduction to the Dashboard: Overview of the EZ Living Trust dashboard. The "My Questionnaires" section allows you to view or start new questionnaires. Future standalone legal documents (e.g., power of attorney) will also be accessible here.

Document Management Features: Completed and checked-out documents will be stored for review.
Related services, such as support, are available to assist with estate planning.

Support Options: Access support via email or by scheduling an appointment with staff or the presenter. The dashboard initially appears empty; users are guided to "My Questionnaires" for key actions.