How do I add a Deputy?

Last Updated:
Follow these steps to add a new Deputy from the web-app:
 
  1. Go to the My Deputies page under Secure Sharing.
  2. Click or tap Add Your First Deputy. A new window should pop up.
  3. Enter your Deputy’s First Name, Last Name, Email address and select a Relationship from the dropdown. If you don’t see an applicable relationship, select Other.
  4. Click or tap Choose Permissions to continue. You’ll see a list of sections.
  5. By default, all sections are set to be shared Never. You’ll have to option to change the permission to After Death for sections you want to make available only after your death. Select Now for sections you would like to share immediately.  When you are done with section permissions, click or tap Continue.
  6. If you have locked any sections until After Death, you’ll be asked if the new Deputy should be allowed to unlock your After Death sections. (If you don’t have any After Death sections, this step is skipped.)
  7. In the final step, you can preview the invitation email and optionally add a personal message.
  8. Click or tap Send Invitation. You should see a confirmation screen letting you know that invitation is on its way.  
  9. On the My Deputies page, you’ll see the new Deputy listed, along with a status of “Pending.”
  10. When your Deputy accepts your invitation, we’ll change their status to “Active” and notify you via email.

Follow these steps to add a new Deputy from the mobile app:

  1. Click on the Sharing button listed in the bottom navigation.
  2. Click or tap on + button in the bottom right corner of the screen.
  3. You will then have the option to import a contact or manually enter their information.
  4. Enter your Deputy’s First Name, Last Name, Email address and select a Relationship from the dropdown. If you don’t see an applicable relationship, select Other. Click Next.
  5. Choose Permissions. By default, all sections are set to be shared Never. You’ll have to option to change the permission to After Death for sections you want to make available only after your death. Select Now for sections you would like to share immediately.  When you are done with section permissions, click or tap Next.
  6. In the final step, you can optionally add a personal message.
  7. Click or tap Send. You should see a confirmation screen letting you know that invitation is on its way.
  8. On the My Deputies page, you’ll see the new Deputy listed, along with a status of “Pending.”
  9. When your Deputy accepts your invitation, we’ll change their status to “Active” and notify you via email.

Learn how to manage Deputies.

Have more questions? Contact us