Adding a delegate to your plan

Delegates are the people closest to you in life, your trusted advisers, family and friends, that you choose to share your plan with.

For each delegate, you can share what you wish, when you wish. So, whether it's for help with planning and day-to-day organisation or to ease estate administration for when the inevitable happens - adding delegates to your plan ensures they can access the information they’ll need, when they need it most.

To add a delegate to your plan:

1. Visit your delegates page
2. Click delegate on your delegates page
3. Enter their contact details
4. Set their access permissions

Once added, your delegate will receive an email asking them to create a delegate account so they can access your plan according to the access permissions set by you.

You can change or remove their access permissions at anytime, meaning you’re in complete control over how and when you share your plan with your delegate.