There are two methods that can be used to obtain this information:

1. If you were given a password by an Account holder, the process is simple. Enter your full name in the first box below. Then enter the email address of the Account holder in the second box, followed by the "Read-Only" password that the Account holder gave to you in the third box. This will give you instant access to the Account holder’s information. Note, the password you were given is likely a “Read-Only” password, which will allow you to access all the Account holder’s information and uploaded files, but will not allow you to modify or change anything. If the Account holder did not give you a password, or if you say you had it but can’t find it, we will not provide it to you, except with a court order. You either have it or you don’t. If you have it and you say it doesn’t work, you don’t have it, as the Account holder may have changed it. But in any case, we don’t know who you are and we won’t investigate your claims, nor bear the liability for giving a password to the wrong person.

2. If you don’t have the password, you can learn if the Account holder registered a Will or Trust at, where it is located, and the date of the current version. You will not be able to view the Account holder’s private database answers or
uploaded documents without a valid password. Sometimes, however, the Account holder may have written the password on his
or her Will, so this information will become available to you as soon as you see the Will. To obtain the first level of information
without a password, enter the Account holder’s exact full name and exact mailing address (House Number, Street, City, State, Zip Code) in the boxes below.

There is no "proper" way to enter this information. It just needs to be entered exactly as the Account holder entered it. So if he wrote "William" and you write "Bill," it won't work; If she wrote "Margaret" and you write "Peggie," it won't work. When you hit the "Submit" button, you will either move to the next page, or you will receive an error message stating that the name and address entered does not match any client, and that you can try again.

If you're having trouble entering the name and address to match the Account holder's entry, try using the full middle name or use only the middle initial, add Jr. or Sr., try different versions of the same name, such as Bill or Billy for William, or Liz or Beth for Elizabeth, etc. The name and the address must be exactly the way the client entered it. This may present a hassle and you may have to keep trying to enter the name and address, exactly as the Account holder entered them. There is no limit to the number of tries. While we do understand that this may present a temporary roadblock, it also prevents most "machine" hacking.

Once you have entered the information exactly as the client entered it, you'll be moved to the next page, where you will learn:

(a): Who holds the Will (for instance, “Aunt Sally” or “Uncle Eddie”), but no further information (no address or telephone number) will be given. If you don’t know these people, you likely have no proper business at this website.

(b): Alternatively, the Account holder can provide the name of a lawyer who holds the Will, the firm name, the firm address, email, and phone number.

(c): Or another alternative, the Account holder can state where his or her Will or Trust may be found (“taped behind the large mirror in the living room,” or “in my safe and Tommy has the combination”).

In all cases, you will also see the date of the latest version of the Will or Trust. Many people change their Will or Trust several times. When someone passes, his or her heirs may only find an earlier version and have no way to know that it is not the latest version. But if the Will or Trust is registered on you’ll always know the date of the latest version (and will know that any earlier dated versions are no longer valid).

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