The My People Library in your Must Have Documents is a handy tool designed to save you time by storing key information about the people you include in your legal documents—like family members, trustees, executors, and guardians.
When Are People Added to My People Library?
People are automatically added to your library as you create your documents. For example, if you're filling out your will and enter your spouse’s or child’s information, they’ll be saved to your My People list.
This means:
You do not need to manually add people ahead of time.
You cannot add new entries directly from the My People section.
Why This Works in Your Favor
The My People Library exists to make your life easier! It’s designed to:
Prevent you from having to re-enter the same information in multiple documents.
Let you quickly select saved individuals when working on other parts of your estate plan.
Important to Know: The My People section is a reference library only. It is not a tool for document creation or management by itself.