Welcome, Authorised Representative
You've been designated as a trusted representative. This guide will help you understand your role, accept your invitation, and fulfill your responsibilities.
What is an Authorised Representative?
An Authorised Representative is a trusted person designated by a Will Owner to access their will documents and estate planning information. This role carries significant responsibility and requires your commitment to act in the best interests of the person who invited you.
Your Role at a Glance
As an Authorised Representative, you are entrusted with important responsibilities:
- Access and review will documents when needed
- Download and use documents for execution purposes
- Make authorized decisions on behalf of the Will Owner when necessary
- Coordinate with other representatives if there are multiple designated individuals
Important Commitment
This role requires trust, confidentiality, and a willingness to act responsibly. Only accept this invitation if you're prepared to fulfill these important duties.
How the Invitation Process Works
When someone designates you as their Authorised Representative, you'll receive an email invitation. Here's what to expect:
Step 1: Receive Email Invitation
You'll receive an email with details about your invitation, including who designated you and what the role entails.
Step 2: Create Account or Login
New users: The email will include a temporary password. Use it to create your account and change your password immediately after login.
Existing users: You'll receive a magic link to log in directly.
Step 3: Accept Invitation
Navigate to Dashboard → Responsibilities and click "Accept Invitation" to confirm your role.
Time-Sensitive
Invitations expire after 7 days. If your invitation expires, contact the person who sent it to request a new one.
What You Can Do as an Authorised Representative
Once you've accepted your invitation, you'll have access to specific capabilities designed to help you fulfill your role effectively.
Access Will Documents
View all registered will document locations and access uploaded files, including PDFs, images, and supporting documents.
Download Files
Download documents for execution purposes, allowing you to act on behalf of the Will Owner when needed.
View Updates
See when documents were last updated to stay informed about any changes to the will or estate planning documents.
Coordinate with Others
If multiple representatives are designated, you can see who else has access and coordinate your efforts accordingly.
Limitations and Security Boundaries
To maintain security and respect the Will Owner's wishes, there are specific limitations to your access:
- Invitation-Only Access: You must receive and accept an invitation. You cannot request this role directly.
- Time-Limited Invitation: Invitations expire after 7 days. You must accept within this timeframe.
- View-Only Until Accepted: You cannot access any documents until you've formally accepted the invitation.
- Subscription Limits: The Will Owner's subscription determines how many representatives can be designated.
- No Document Modification: You can view and download documents but cannot edit or delete the Will Owner's records.
Security First
All data is protected with industry-standard encryption. Your access is logged and monitored to ensure the Will Owner's information remains secure.
Your Next Steps
Ready to get started? Here's what to do next:
- Check your email for the invitation with login credentials or magic link
- Create your account or log in using the provided information
- Navigate to the Responsibilities section in your dashboard
- Review the invitation details and click "Accept Invitation"
- Change your password immediately if you received a temporary password
- Familiarize yourself with the dashboard and available documents
If you encounter any issues, we're here to help:
- Check our FAQ section for common solutions
- Contact our support team at info@theinternationalwillregistry.com