Naming a trusted person
Naming a trusted person is not handing over your passwords. It is deciding who will be able to find what matters on the day you can no longer explain it yourself, and giving them enough to act without floundering.
Pick the right person, not the closest one
The instinct is to name a spouse or the eldest child. That is not always the right call: the same person will be the one hit hardest by grief.
Look for three qualities: genuine availability, steadiness with paperwork, and acceptance of the role. Someone who was never asked is not a trusted person, they are a surprise.
Tell them what they need to know, now
The most useful conversation takes twenty minutes. It covers three things: where the information lives, what you want, and who else knows.
A trusted person unaware of the role is no help at all. Say it explicitly, and say it again if your situation changes.
- Where the important documents are kept, and in what form.
- Who to contact first: family, notary, employer, institution.
- What you want done with your memories and your online accounts.
- Who else shares the responsibility, so decisions do not contradict each other.
Grant measured access, not blanket access
One all-or-nothing login is both risky and uncomfortable for the person you named. Separate access by role instead: view, contribute, manage.
In Solexi you invite each person with a specific role, and you can change or revoke it whenever you want. Nothing rests on one shared password.
Trusted person and legal role are two different things
An executor, an estate liquidator or an attorney-in-fact are roles created by a legal document and by the law where you live. That is not the same as a trusted person in daily life.
The two complement each other: the legal role carries authority, the trusted person carries the information. For the legal side, speak to a notary or lawyer in your jurisdiction.
Pricing, in plain words
- 14 days free, 1 GB included during the trial
- Then CAD $199, one time only
- Lifetime access, 10 GB included
- No monthly subscription, no renewal
Frequently asked questions
How many trusted people should I name?
Two, in most situations. One creates a single point of failure; beyond three, responsibility spreads out and nobody acts.
Should I give them my passwords?
No. Give them enough to know what to do and where to look. Credentials stay in a password manager, with the emergency access that tool provides.
Can I change my mind later?
Yes, at any time. Access granted in Solexi can be changed or revoked, and the person loses that visibility immediately.
Does this replace a power of attorney or a will?
No. Solexi organizes information and access, not legal authority. A power of attorney or a will is prepared with a notary or a lawyer.
Solexi does not replace a legal will, a notary or a lawyer. Solexi helps you gather, organize and pass on your information.