YourLegacyWillCUSTOMER HOW-TO
Start here: your customer workspace
Your firm invites you to a secure workspace. A CRM relationship or family connection does not give another person access to your account.
- Open the link supplied by your firm, or choose Have an invitation code on the sign-in page and paste the code from the email. Use the exact email address that received the invitation.
- Choose Create account with email, Continue with Google or Continue with Microsoft using the invited address. A provider sign-in creates your YourLegacyWill account without a separate app password; complete any requested email verification. For email/password, verify the email from the sign-in service, then return to the invitation and sign in again. Keep using the same sign-in method; accounts are not automatically merged.
- Accept the invitation after signing in. For a linked client invitation, the firm-selected matter, your first matter or an explicitly requested separate new Will opens in your workspace. A separate Will starts with blank answers and keeps your earlier Wills and documents unchanged. Choose My matters in the menu to return to the correct reference. Check the firm and matter reference, then open My instructions. Use My matter to follow review progress.
- Use Menu for your inbox, appointments, invoices, documents and review preferences. When finished or changing accounts, choose Sign out and wait for the welcome screen.
Before you rely on this
A suspended firm cannot access its workspace until the platform restores access; its records are retained. Ask your firm if an invitation has expired or your account is linked to the wrong email. Signing in alone does not enrol you with a firm.
If the firm’s licence expires or access is revoked, the app blocks tenancy access. Contact your adviser; do not create another account to work around it.
Links open the relevant workspace. Sign in with the required role; this guide does not grant access.