Congratulations {{ $user->name }}! You are now onboarded with FWG Trustees
Dear {{ $user->name }},
We are delighted to welcome you to the FWG Trustees family. Your account has been successfully created and is now active. You are an essential part of our mission to provide comprehensive estate planning and will management services.
Role: {{ ucfirst($user->role) }}
Account Information
Name
{{ $user->name }}
Role
{{ ucfirst($user->role) }}
Email
{{ $user->email }}
@if($user->phone)
Phone
{{ $user->phone }}
@endif
Account Status
✓ Active
Your Login Credentials
Email
{{ $user->email }}
Password
{{ $tempPassword }}
Important: For security purposes, you will be prompted to change your password on first login.
Security Reminder: Keep your login credentials confidential. Never share your password with anyone, including FWG Trustees staff. We will never ask for your password via email.
Next Steps to Get Started
- Log In: Visit the login page using the credentials provided above
- Change Password: Set a new secure password on your first login
- Complete Profile: Update your profile information and preferences
@if($user->role === 'agent')
- Get Your Referral Code: Access your personalized referral code from your dashboard
- Start Referring: Invite clients and build your network
@elseif($user->role === 'lawyer')
- Set Up Firm Details: Complete your law firm information
- Review Available Clients: Check the clients assigned to you
@endif
- Familiarize Yourself: Explore the dashboard and available tools
Support & Assistance
If you have any questions or need assistance, our support team is here to help:
- Email Support: info@dextratechnologies.com
- Training Resources: Access tutorials and guides in your dashboard
We're excited to have you join the FWG Trustees team. Together, we're making a difference in estate planning and wealth management. Thank you for your commitment to serving our clients.
Best regards,
The FWG Trustees Team
Future Wealth Guardians