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When the time comes

A secure portal that unlocks for your executors - exactly when they need it.

After a death is confirmed, your executor's portal unlocks. They log in to find the will, a live checklist, the documents you chose to share, and a register of assets to track as the estate is settled.

Start my will See the Family Vault

How the unlock works

  1. A family member or executor notifies Trusted Hands of the death and provides the death certificate.
  2. Our admin team verifies the certificate and marks the will-owner as deceased.
  3. The executor portal unlocks - executors can log in with the secure link they were sent when first appointed.
  4. They begin work with the will, Executor Pack and checklist already laid out in front of them.

There is no waiting on a solicitor's office to find the file, no rifling through cabinets, no phoning round providers cold. Everything the will-owner chose to provide is already there.

What's in the portal

  • The signed will (download)
  • The Executor Pack - the plain-English guide to the first 7 days, probate, inheritance tax, distribution and final accounts
  • A live checklist - executors mark tasks complete; co-executors can see progress
  • Asset register - add bank accounts, property, investments, debts as they're discovered
  • Distribution tracker - record what's been given to which beneficiary and when
  • Shared documents - whatever the will-owner placed in the Family Vault and marked shareable

Co-executor coordination

If you appointed more than one executor, all of them get access to the same portal and the same checklist. No more cc'd emails and forwarded scans - everyone sees the same authoritative record.

Related

Hand your executors a clear path, not a pile of questions.

Every Trusted Hands will includes executor portal access - no extra fee.

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