Question
Who should I assign as my Trusted Appointees or Experts?
Answer
Trusted Appointees (up to 5): Family or close friends who can access your chosen files after death (e.g., spouse, children, executor).
Experts (up to 3): Professionals like notaries, financial advisors, or accountants who can upload/manage documents for you while you’re alive.
This hybrid system ensures both your personal wishes and professional affairs are handled smoothly