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Managing Emergency Scenario

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 the relevant information for your emergency scenario, you can make it active by clicking the ‘Enable‘ button. We recommend assigning at least two Trusted Parties for added security, though you can set it to just one.

When enabled, your Trusted Parties will see your Emergency Scenario card in their Records Shared with Me section. They can then action your Scenario from there, and once approved, they will be able to access its contents.

Your Trusted Parties cannot view any of your information until your Emergency Scenario has been actioned.

While your Emergency Scenario is enabled, you can continue editing any information within it. If you decide you no longer want your Trusted Parties to be able to initiate your Emergency Scenario, you can disable it. All your scenario information will be preserved, and you can re-enable it whenever you choose.

What’s the Difference Between an Emergency Scenario and My Legacy?

Emergency Scenarios allow you to select specific records that your Trusted Parties can access under particular circumstances. These scenarios can cover any situation you consider important, such as what should happen if you become ill, injured, or are involved in an accident. You can customise each scenario and choose which trusted parties you want to be able to activate it.

My Legacy encompasses comprehensive information including your will and power of attorney through to online banking details. My Legacy is designed for the most serious circumstances – when your Trusted Parties gain access, they receive everything in your Vault (excluding Confidential records).