Account Settings
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Profile Information
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MW
Marcus Williams
marcus.williams@email.com
Professional PlanSecurity Settings
Manage your password, two-factor authentication, and active sessions
Password
Last changed 45 days ago
Two-Factor Authentication
Add an extra layer of security to your account
Enabled
Recovery Codes
Use these codes if you lose access to your authenticator
Active Sessions
MacBook Pro - Chrome
Current
Portland, OR, USA • Last active: Now
iPhone 15 Pro - Safari
Portland, OR, USA • Last active: 2 hours ago
iPad Pro - Safari
Lake Oswego, OR, USA • Last active: 1 day ago
Notification Preferences
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Email Notifications
Distribution Approvals
Get notified when distributions require approval
Compliance Deadlines
Reminders for upcoming tax and filing deadlines
Document Generation
Notifications when documents are ready for download
Weekly Summary
Weekly digest of trust activity and updates
SMS Notifications
Urgent Alerts
Critical notifications sent via text message
Security Alerts
Login attempts and security-related notifications
Marketing
Product Updates
New features and platform improvements
Educational Content
Trust administration tips and best practices
Billing & Subscription
Manage your subscription plan and payment methods
Professional Plan
Up to 10 trusts, all features included
$499
per month
Up to 10 trusts
Five-Mind AI Assistant
Triple Lock Protection
Unlimited documents
Compliance calendar
Priority support
Next billing date: February 15, 2025
Payment Methods
Visa ending in 4242
Expires 12/2026
Mastercard ending in 8888
Expires 08/2025
Billing History
January 15, 2025
Professional Plan - Monthly
$499.00
December 15, 2024
Professional Plan - Monthly
$499.00
November 15, 2024
Professional Plan - Monthly
$499.00
Integrations
Connect external services and applications
QuickBooks
Sync trust accounting data
Connected
Google Drive
Backup documents to cloud storage
Connected
Dropbox
Sync documents to Dropbox
Zapier
Connect to 5000+ apps
DocuSign
Electronic signature integration
Privacy Settings
Control your data and privacy preferences
Activity Logging
Keep detailed logs of all account activity for security
Analytics & Usage Data
Help improve our platform by sharing anonymous usage data
Personalized Recommendations
Get AI-powered suggestions based on your trust activities
Data Management
Download Your Data
Get a copy of all your data in a portable format
Data Retention
Choose how long we keep your activity data
Danger Zone
Irreversible and destructive actions
Deactivate Account
Temporarily disable your account. You can reactivate it anytime.
Delete All Trust Data
Permanently delete all trust information. This cannot be undone.
Delete Account
Permanently delete your account and all associated data. This action is irreversible.