Do I need to tell someone if they are a recipient or confidant?

It is recommended you let people know (especially confidants) when you have assigned them data.

To inform your recipient, click the persons name, and then click the ‘invite’ button.

If State Trustees is the executor of your Will, please ensure that we are added as a confidant.

We recommend you add the executor of your Will as a confidant to help make the process easier for them.