I was invited to become someone's Deputy. How do I accept the invitation?

To accept a Deputy invitation and view another user's Everplan:

  1. Find the invitation email in your inbox. The subject line should be: “Invitation to view my life and legacy plans.”
  2. Click or tap on Accept Invitation. You’ll be prompted to create a free, Deputy-only account by entering a password.  
  3. Once the account is created, you should be able to see the Everplan you are invited for, as well as any other Everplans you’ve been granted access to. 

If you can’t find the invitation, contact the person who invited you. They may have entered an incorrect email address. In that case, ask the person to send you a new invitation. If the email address is correct, they can simply resend you the invitation.

Have more questions? Contact us