Key Roles Roadmap and Life Status Verifiers

When you invite someone to act as your executor, your power of attorney for property, or your power of attorney for personal care, they now sign in to a dashboard built around that role. They see what they have been asked to do, what it means, what they can prepare for today, and what they will be able to access when the role becomes active.

This walkthrough covers the full experience end to end.

What you will see

• Personalized role dashboards: every legal role gets its own view, with an explanation of the role, how it is referred to across Canadian provinces, and what matters to know in advance
• Prepare-in-advance checklists: the conversations and steps someone can work through with you now, marked complete as they go
• Full activation roadmaps: what to do in the first 48 hours, over the next two weeks, and as ongoing or wind-down responsibilities, ordered by priority and urgency
• Access previews: the sections a role will unlock later, and why that information will be needed
• Sharing and permissions: choose access today, at incapacity, or at passing, with preset minimums for legal roles and category or item level control over everything else
• Sensitive information carve-outs: passwords, home and safe access, and firearms are separated from general access, and will, beneficiary, and estate plan details can be held back until passing
• Life status verifiers: the people you trust to report a change in your capacity or your passing, plus the access delay you set between a verified change and roles unlocking, from 2 to 48 hours

Why it matters

Gathering the information was the hard part. This release makes it clear to the people you named exactly what they are meant to do, in what order, and how to use what you left them.

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