Question
What is the difference between a Trusted Appointee and an Expert?
Answer
Trusted Appointee: A family member or friend you want to access your files (up to 5 people). Their role is personal and emotional — they receive your legacy and memories.
Expert: A professional (lawyer, notary, advisor) who can upload and manage documents (up to 3). Their role is practical — ensuring legal, tax, and business files are up to date.
This combination covers both personal inheritance and professional continuity.