Family Access by Role

Family Access lets you decide who can see your plan (your inventory, will draft and documents) and when. Every role is view-only: nobody you add can change anything.

You add people by name and email, and a phone number if you like, and give each one a role. A Trusted Co-Manager or a Helper sees your whole plan as soon as they join. Your Executor sees nothing now, and your whole plan once your death is confirmed. A Family Member or a Digital Executor sees nothing unless you approve their request for emergency access. You can also tick Trusted Contact for anyone on your list.

Your family needs to know where things are, but not everyone needs to see your plan today. Family Access lets you choose who sees your whole plan now, who sees it only after your death is confirmed, and who sees it only if you approve an emergency request.

For your Executor, it means one place to go when the time comes. No hunting for papers or guessing what's where.

Open Family Access and add each person. We email them an invite. They are linked to your plan once they sign up with the email address you entered and confirm it, or sign in with the phone number you entered. If they already have an account, your plan appears on their dashboard. You can change a role or remove someone at any time.

While you're alive, anyone on your list can ask for emergency access if you can't respond. We email you, and you have 72 hours to say yes or no. If you say yes, they can see your plan, read-only, for 30 days. If you don't answer, the request closes and nothing is shared.

After your death is confirmed, only your Executor and your Trusted Contacts can see your plan. Your Executor sees it straight away, and a Trusted Contact can ask to see it. Other people on your list can't.

The Free plan includes one family member: your Executor. Paid plans let you add more people, in any role.

Talk to your Executor before naming them. Make sure they're willing and comfortable. The executor briefing template gives you an agenda.

Tick Trusted Contact for someone who should hear if you stop signing in, and who can report your death and see your plan after it. An adult child or a sibling often fits.