Accepting Invitation

Accept Your Representative Invitation

Follow these steps to accept your invitation, set up your account, and understand your responsibilities as an Authorised Representative.

1

Check Your Email Invitation

When someone designates you as their Authorised Representative, you'll receive an email invitation from The International Will Registry. This email contains all the information you need to get started.

What's in the Email?

Your invitation email includes:

  • • Who invited you - The name of the Will Owner
  • • Your role details - What it means to be an Authorised Representative
  • • Login credentials - Temporary password (new users) or magic link (existing users)
  • • Expiration date - You have 7 days to accept
  • • Next steps - Instructions on what to do

Time Limit

Invitations expire after 7 days. If you don't receive the email or it expires, ask the Will Owner to resend the invitation from their Representatives dashboard.

2

Create Account or Login

Depending on whether you're a new or existing user, you'll follow one of two paths to access your account.

New Users

If this is your first time using The International Will Registry, your email will include a temporary password.

  1. Click the login link in your email
  2. Enter your email address and temporary password
  3. You'll be prompted to create a new secure password
  4. Complete your profile with contact information (optional)

Existing Users

If you already have an account, you'll receive a magic link for quick access.

  1. Click the magic link in your email
  2. You'll be automatically logged in
  3. Navigate to your dashboard
  4. Proceed to accept the invitation

Security First

For new users: You must change your temporary password immediately after logging in. Choose a strong password with at least 6 characters, including one capital letter and one symbol (@, #, &).

3

Navigate to Your Responsibilities Dashboard

Once logged in, you need to formally accept the invitation to activate your role as an Authorised Representative.

  1. Go to Dashboard (main menu)
  2. Click on Responsibilities in the sidebar
  3. You'll see your pending invitation with a Pending status
  4. Look for the invitation from the person who designated you

What You'll See

The Responsibilities page shows all invitations where you've been designated as either an Authorised Representative or Emergency Contact. Each invitation displays the Will Owner's name, relationship type, status, and expiration date.

4

Review and Accept the Invitation

Before accepting, take a moment to review what this role means and what responsibilities you're agreeing to.

  1. Click the "Accept Invitation" button on the pending invitation
  2. A modal will appear showing:
    • • The Will Owner's name
    • • Your key responsibilities
    • • What access you'll have
  3. Review the information carefully
  4. Click "Accept Invitation" to confirm

Your Responsibilities

By accepting, you agree to:

  • ✓ Access will documents when needed
  • ✓ Make authorized decisions on behalf of the Will Owner
  • ✓ Ensure their wishes are carried out according to their will
  • ✓ Keep information confidential and act in their best interest

Think Before You Accept

This is an important role that requires trust and commitment. Only accept if you're willing and able to fulfill these responsibilities. If you have concerns or questions, contact the Will Owner directly before accepting.

5

Confirmation & Next Steps

After accepting, you'll receive confirmation and the Will Owner will be notified that you've accepted their invitation.

What Happens Next

Immediate changes:

  • • Your status changes from Pending to Active
  • • You gain access to will documents
  • • You receive a confirmation email with your role details
  • • The Will Owner receives notification of your acceptance

Accessing Documents

Once active, you can view the Will Owner's registered will documents, download files, and see when documents were last updated. You'll find a "View Will Documents" button next to the Will Owner's name in your Responsibilities dashboard.

Learn How to Access Documents
6

Common Issues & Solutions

I didn't receive the invitation email

Check your spam/junk folder. If still not found, ask the Will Owner to resend the invitation from their Representatives dashboard.

My invitation has expired

Invitations expire after 7 days. Contact the Will Owner and ask them to resend the invitation. They can do this from Dashboard → Representatives → Resend Invitation.

I can't log in with my temporary password

Make sure you're using the exact password from the email (copy/paste to avoid typos). Passwords are case-sensitive. If issues persist, use the "Forgot Password" link to reset.

I accepted but can't see will documents

Refresh the page or log out and log back in. If the issue persists, check that your status shows as Active in your Responsibilities dashboard.

Need help?

If you encounter any issues, we're here to help: