People and trusted access

Name your executor and trusted contacts, and what they may see.

1. People & Trusted Access → add a person: name, relationship, email and phone.
2. Give them an estate role if they have one: executor, alternate executor, trusted contact, solicitor, financial adviser or guardian.
3. Tick the areas they may see if access is ever approved. Ticking shows them nothing today.
4. They are emailed to confirm the role. They need no account.

You must turn on two-step sign-in before naming an executor, trusted contact or solicitor, or giving anyone access rights.

The Households tab groups people into families.