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MY LEGACY AND EMERGENCY ACCESS

3 Documents

Introduction to My Legacy

Last Updated: November 11, 2025

My Legacy enables you to organise your end-of-life plan and designate who should access your information to best prepare your loved ones. Your Legacy will be activated by your Trusted Parties if you pass away or become incapacitated. When this occurs, your assigned Trusted Parties can access your Legacy to view your Statement of Wishes...

Managing Your Legacy

Last Updated: November 11, 2025

You can make changes to any part of your Legacy whenever you want, including assigning or removing Trusted Parties. Enabling Your Legacy Your Legacy starts as Inactive. After you have finished setting it up, you should make it active by clicking the ‘Enable‘ button. To activate your Legacy, you must have at least two Trusted...

Managing Emergency Scenario

Last Updated: November 11, 2025

Emergency Scenarios enable you to give your Trusted Parties specific instructions and access to particular records during unexpected situations. The number of Emergency Scenarios you can create depends on your subscription plan. Enabling Your Emergency Scenario Your Emergency Scenario starts as Inactive until you set it up and choose to enable it. After adding all...