Security and sharing

Private information stays controlled. Useful updates still move.

Estate and legacy matters involve family records, professional advice and organisation handoffs. Timeliss keeps those responsibilities distinct so people can collaborate without giving everyone the same access.

Secure document vault with a shield and checklist
01

Private by default

A case starts with the family or authorised person. Access is added deliberately rather than opened broadly.

02

Share by role

Relatives, executors, advisers and organisation contacts receive the view they need for their part of the work.

03

Documents stay together

Sensitive records belong in the protected case, while messages can point people back to the right task or update.

04

A clearer record

Case activity, requests and decisions remain organised so the people responsible can understand what happened next.

Hand-drawn secure document vault with shield and checklist

Secure by design

Sensitive records stay in a protected vault, with audit trails and shared access controls.

Hand-drawn phone chat support illustration

WhatsApp-first support

Clients get prompts, updates and links where they already communicate.

Hand-drawn family sharing a case folder

Family sharing

Invite relatives, HR, advisers or executors into the right case view.

Still deciding?

See the journey before sharing any details.

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