How it works – ATTORNEY

• Register as a new attorney with The National Trust Registry at NEW ATTORNEY SIGN-UP.
  • As a returning attorney, log in by clicking on the following link: Returning Attorney.

• In your Dashboard, select “Add Trust” to start a new client Trust file.
  • Enter the trust name and click “Save.” This will allow you to enter Grantor, Attorney and Successor information.

• Enter client information and select “Complete.”
  • Invite Grantors and Successors
    • Note that documents may not be uploaded until the Grantor has been invited and selected a subscription plan.

• After choosing a subscription plan, you can upload all relevant documents to The National Trust Registry and client file.

• In the event of a death, the Surviving Grantor, Attorney, and Successors can upload the death certificate for verification and access to all relevant documents.

If you have any questions, feel free to reach out to [email protected]