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Collaboration

Case owners can invite other users to collaborate on an estate case. Collaborators can be family members, co-executors, attorneys, financial advisors, or anyone who needs access.

Inviting a Collaborator

An invitation email is sent to the collaborator. They can accept or decline.

Roles & Permissions

Roles

Granular Permissions

Editors can have fine-grained permissions beyond their role: Viewers always have read-only access regardless of permission settings.

Invitation Flow

Managing Collaborators

List all collaborators

Resend a pending invitation