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A read-only user can organize your estate inventory into a single PDF file and download any document. You can also restrict read access to medical directives only. A read-only user cannot change any information or documents. An upload-only user can upload documents to your estate. These users can only download and delete documents that they upload. An upload-only user cannot access documents uploaded by others or read or change any other information. A full-access user can add, delete, or change any information or documents associated with your estate. For example, as the head of household, you enter information about your passport, credit cards, income, and expenses. Next, you create a full-access user for your spouse or domestic partner. Afterwards, you create several read-only users for key family members and the executor of your estate. You also create a read-only user for your health care agent that can only view your medical directives. Finally, you create an upload-only user for your family attorney to upload legal documents. If you die or become incapacitated, these users can access the data, when it is needed most, to assist with the settlement process. Upon your request, Estate++ can also release information to trusted parties in case of your death or incapacity. Please read our Information Release Policy to find out more. |