How do I add a Family Member's Contact Information?

Adding a family member as a contact is simple!

When you open the Trust and Family page (located on the left navigation bar), you are greeted by the page seen in the screenshot below:

All you need to do is enter their first and last name, email address, and phone number (optional) on the pop-up form. Next, tap the blue "Add Contact" button to complete the process. You will see a page like the one in the screenshot below:

The completed contact information will look like the screenshot below. You can also use the kebab menu (three vertical dots) to edit, impersonate, or delete the contact information.

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Upon adding a family member, they will not automatically have an Essentials, Pro, or Signature Services License; one must be purchased to gain the corresponding benefits. Tap the blue "Gift License" button, and follow the flow to buy a license for your family member. Please look at our pricing page to learn more about the multi-person and multi-year discounts.

Updated on: 09/18/2025