YOUR PLAN · THE PEOPLE

Everyone who has a role in your plan, and what they'll receive.

Add the people first. You can set each person's access level here, or in the "Who gets what" matrix.

Open permissions matrix
SW
Sam Whitfield
SPOUSE · TRUSTED VERIFIER · PRIMARY RECIPIENT
CONFIRMED
EMAIL · sam.whitfield@example.com
PHONE · +1 (917) 555-0418
RELATIONSHIP · Spouse · married 14 years
RECEIVES · 38 vault items · 12 documents · 4 messages
See what Sam gets
M
Maya Whitfield
DAUGHTER · MINOR · 13
AGE-GATED
CUSTODIAN · Sam Whitfield until 18
EMAIL · (none — too young to invite)
RECEIVES · 3 letters now · 11 milestone messages
MILESTONES · 14, 16, 18, 21, graduation, wedding
Maya's messages
N
Noah Whitfield
SON · MINOR · 8
AGE-GATED
CUSTODIAN · Sam Whitfield until 18
EMAIL · (none — too young to invite)
RECEIVES · 2 letters now · 14 milestone messages
MILESTONES · 9, 10, 13, 16, 18, 21, college
Noah's messages
PA
Dr. Priya Anand
SISTER · TRUSTED VERIFIER · BACKUP CUSTODIAN
CONFIRMED
EMAIL · priya.anand@example.com
PHONE · +1 (415) 555-2298
VERIFIES · Death + incapacity · re-confirmed Apr 17
RECEIVES · 4 personal items · 1 letter
See what Priya gets
JP
Jordan Patel, Esq.
ATTORNEY · EXECUTOR
PROFESSIONAL
FIRM · Patel & Reyes Estate Law
EMAIL · j.patel@patelreyes.law
RECEIVES · All legal · trust · 6 vault items
ROLE · Reads will, manages probate, exchanges with Sam
See Jordan's access
HK
Hiroshi Kane
BUSINESS PARTNER · WHITFIELD STUDIO
BUSINESS
RECEIVES · Business continuity packet + 3 vault items
SUCCESSION · Operational lead for first 30 days
EMAIL · hiroshi@whitfieldstudio.co
See Hiroshi's packet
LC
Lia Chen
LIFE-INSURANCE AGENT
CONTACT
CARRIER · Northwest Mutual
RECEIVES · Notification only · no vault access
PHONE · +1 (212) 555-0123
Not given vault access
EM
Ellen Marsh
ACCOUNTANT · MARSH CPA
CONTACT
RECEIVES · Tax packet · 3 yrs returns
EMAIL · e.marsh@marshcpa.com
View access