YOUR PLAN · ACCESS & TIMING
Click any cell to change a rule. Time-locked items reveal at a date or milestone you set. Items marked "—" stay private forever.
| Category / Item | Sam |
Maya |
Noah |
Priya |
Jordan |
Hiroshi |
Ellen |
Lia |
|---|---|---|---|---|---|---|---|---|
| FINANCE · 14 ITEMS | ||||||||
| Bank accounts (Chase, Marcus) | ● | — | — | — | ✓ | — | ✓ | — |
| Vanguard rollover IRA | ✓ | ⏱ | ⏱ | — | ✓ | — | ✓ | — |
| Crypto seed phrases (cold) | ✓ | — | — | — | — | — | — | — |
| Life insurance (Northwest Mutual) | ✓ | — | — | — | ✓ | — | ✓ | ✓ |
| LEGAL · 6 ITEMS | ||||||||
| Will & trust (2026) | ● | — | — | — | ● | — | — | — |
| Power of attorney | ● | — | — | ✓ | ● | — | — | — |
| BUSINESS · 4 ITEMS | ||||||||
| Whitfield Studio continuity packet | ✓ | — | — | — | ✓ | ✓ | ✓ | — |
| Client list & retainers | ✓ | — | — | — | ✓ | ✓ | ✓ | — |
| DIGITAL · 9 ITEMS | ||||||||
| Password manager (1Password vault) | ✓ | — | — | — | — | — | — | — |
| Social media · obituary instructions | ✓ | — | — | ✓ | — | — | — | — |
| PERSONAL · 13 ITEMS | ||||||||
| Funeral & burial wishes | ✓ | — | — | ✓ | — | — | — | — |
| Letters & future messages | ✓ | ⏱ | ⏱ | ✓ | — | — | — | — |
PREVIEW · SAM
Will arrive within 72 hours of verified release. Sam can also access these items immediately if you mark him as having "during-life" access.
PREVIEW · MAYA (13)
Custodian: Sam — held until she's ready to read them.
Continues every year through her 30th birthday.
Trust assets unlock per the will.
Each milestone-locked. Releases require Sam (or Priya as backup) to confirm.