What level of information can I share with my deputies?

You have full control over which parts of your Everplan you want to share. Starting August 2023, you can manage permissions at the item level. This means you can set deputy access for individual IDs, financial accounts, estate documents, and insurance policies without having to share the entire ID, financial accounts, or insurance sections, respectively.

You can also lock parts of your Everplan until you're gone. Learn how to share information only after death.

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