I have signed up, but I don’t know where to start or don’t have my documents/information quite yet.

No problem, some information is better than no information and anything will make things easier for your beneficiaries.  Simply upload the information you do have (account locations, trusteed financial advisors, etc.) and fill out what you easily know in the “client worksheet”.  Additionally, we strongly suggest you designate your “keyholder” even if you have minimal information. You will find that once you get this process going it will motivate you to drive forward and address your Legacy!