Estate Relay

Approved pilot cases

Structured estate onboarding after approval

Use this flow after Estate Relay has approved your case for the pilot. There is no self-serve customer login before approval.

There is no self-serve account creation. Use the onboarding flow only after approval from the Estate Relay team, and use the same authority email from your approval follow-up so Estate Relay can bootstrap the customer session. If you have not been approved yet, return to Request pilot access.

Before activationManual review required
  • Authority documentation must be ready for operator review.
  • Forwarding remains controlled until the case is approved.
  • Typed-name attestation is recorded against the estate account.

Step 1

Case overview

Start with the case label your family or operator will use so support can match this request without re-entering the case.