Private by default
A case starts with the family or authorised person. Access is added deliberately rather than opened broadly.
Security and sharing
Choose who can help with your case.
Your documents are private. Invite people who are helping you, with access for their role. An employer or adviser who refers you does not automatically see your case.
Share by role
Relatives, executors, advisers and organisation contacts receive the view they need for their part of the work.
Documents stay together
Sensitive records belong in the protected case, while messages can point people back to the right task or update.
A clearer record
Case activity, requests and decisions remain organised so the people responsible can understand what happened next.
Your documents, kept private
Sign in to see your documents. Access depends on each person’s role, and important case actions are recorded.
WhatsApp support
Use WhatsApp to get started, ask us questions and receive updates. We’ll guide you in a familiar chat, with a secure link whenever you need to open your documents.
Get loved ones involved
Invite family, executors and donees to share tasks, documents and updates. You choose what each person can access.