How do I link my CEP account with a client's User account?
To link user and CEP affiliate accounts, be it accounts created before 10 April 2020, unlinked user accounts, or if the client wants to change to be assisted by another Certified Estate Planner, you can do so by emailing your client (cc) through the same email you registered your affiliate account with. Once the client has agreed, our staff will proceed to link the account.
By default, Wills drafted through the CEP account after 10 April 2020 are automatically linked.
Please note that getArrange does not proactively link accounts to another CEP or introduce CEPs to unlinked accounts or clients without a CEP. Any linkage must be explicitly requested by the client, specifying the CEP they wish to be linked to.
To: <<Client’s user account email>>
cc: info@getarrange.com
bcc: -- leave blank --
Subject: Request to link accounts
Hi!
I would like to request to link* our accounts in getArrange.com, for the purposes of editing/re-generating new draft Wills so that I can continue to help you do Estate Planning in the future. If your account is currently linked to an active Certified Estate Planner (CEP) account, it will be delinked and linked to my CEP account instead.
Please “Reply All” a YES if you agree to it.
Thank you!
*any subsequent changes to your account will be reflected in mine and vice versa.
Regards,
<<CEP Name>>
Certified Estate Planner