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6People & roles
7Review

People & roles

Define responsibilities, scope and disclosure timing. Being listed does not itself create legal authority or account access.

Taylor ParkerSpouse · Verification contact, Intended recipient · After verified death
Accepted
Morgan ParkerSibling · Executor/PR if known · Role only—no information release
Accepted
Avery ChenEstate attorney · Adviser · Role only—no information release
Invited
Role only, no information release controls disclosure timing only. It does not waive acknowledgement of assigned execution responsibilities.
Preview Morgan invitation
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