Trust portal – Easily organize documents

With the trust portal you can handle document requests from your trustee quickly and easily. The app offers you a clear list of your documents and open permits.

? Important: You can only use the app if your trustee has invited you to the trust portal.

Your advantages:
✅ Upload documents directly – Handle requests quickly and without email chaos.
✅ View documents - View the documents your trustee has approved from anywhere
✅ Always keep track of things – see which tasks are open or have already been completed.

❓Instructions and assistance can be found at: https://dorean.notion.site/treuhand-portal-hilfebereich