Add a trusted person who can be given access to your records.
Trusted people are individuals you choose who may be given secure, read-only access to selected records.
Trusted people are individuals who may need access to your information if you are unable to provide it yourself. This could include a family member, executor, or professional adviser.
You can also generate a document containing their access details and instructions. This is typically printed and stored alongside a will or other important paperwork.
Go to the trusted people section of your account.
Enter their first name, last name, and email. The full name is created automatically. Additional details are optional.
You can add organisation, relationship, phone numbers, and address.
The person is saved but will not have access until enabled.
These documents provide a clear, printable record of how trusted access works. They are designed to be stored with a will or other important paperwork.
Creates a single document listing all trusted people and explaining how access works. This is typically the version stored with a will.
Creates a document for one individual, including their access instructions. This can be provided directly or stored separately if required.
These documents are only available when trusted access is enabled.
The full name is created automatically from the title, first name, and last name.
Used for identification and contact.
Optional organisation or company.
Optional relationship description.
Optional contact numbers.
Optional address details.
Optional additional context.
