Only the people you choose. You designate Trusted Appointees and Expert Advisors yourself, and you control precisely what each person can see, and when they gain access.

Experts are professionals (lawyers, financial planners, notaries, accountants) you invite to your account. They can upload documents directly to specific folders, ensuring important files are always up to date.

• Limit: up to 3 Experts.

• Benefit: you build a joint dossier with your advisor, improving both your security and the quality of advice you receive.

Family, close friends, or executors you fully trust.

Up to 5. You can change or revoke access anytime.

Only the files and wishes you explicitly assign.