Designating a Trustee

We're getting a lot of quesions about trustees and how to assign one… It does require a bit of legwork; but, its simple and makes things much easier for you and the trustee moving forward.

To Assign a Trustee

  1. Head to this link:

  2. Go to "My Account", then "Profile & Contact Information" and "Edit".

  3. You will see a section for "I have a Trustee".   There you can enter your trustee's email address (in all lower case letters).  If their email address is not in the system it will prompt you to send them an invite.

  4. Your trustee will also need to set up an account and simply check the box next to "Is a trustee". They are not required to enter any payment or credit card information.  

The great news is you only have to do this once, unless you change trustees.  Which you can do as often as you need.  Simply repeat the process we just outlined.  The system updates in real time.  You can change on the fly if needed.

After you and your trustee are set up, you are done.  You will both have a dashboard telling you what's what's been picked up.  If you are a trustee for multiple people it will also tell you who gets what?  Pretty cool right?

Cheers and thanks again!

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