Choose how you'll use AssetIndex.
I want to maintain a private record of where my own assets are located and set disclosure rules for trusted people.
I represent a law firm, estate planning practice, probate service, trustee organisation, or similar professional body and want to manage client asset visibility.
Not sure which applies to you? If you are an individual who has been invited by your solicitor or estate planner, select Individual. Your professional will link to your account separately.
This selection determines your dashboard, workflow, and pricing. It can be changed by contacting support.