*Tips are not legal advice
What’s a Keyholder?
A Keyholder is someone you trust to have the “keys” to all your stuff stored in Eggacy. This gives loved ones peace of mind knowing that, in an emergency situation, all of your important information is available in one easy to navigate spot.
How Many Do I Need? AT LEAST THREE!
You should always have at least one, but we recommend having AT LEAST THREE Keyholders to be safe.
Who to Invite?
If you are in a serious relationship, then your spouse or partner is the obvious choice. That said, you should also expect that they’ll have a hard time keeping their wits about them should something happen to you. SO, we recommend inviting them AS WELL AS people you trust to help them clean up your mess(es). To that end, you may want to consider inviting:
- Your Spouse or Partner
- Parents
- Siblings
- Children
- Best Friend(s)
- Attorney
- Caretaker
- …
Remember that it’s easy to UN-invite someone BUT impossible to invite someone new AFTER you’re gone. So better safe than sorry – INVITE AT LEAST THREE!
What Happens When I Invite Someone?
- To start, they get an email from Eggacy containing a link to login (if they already have an account) OR to create a new account.
- That invitation email should be coupled with YOUR PHONE CALL OR TEXT to let them know that this is a legit email and needs to be taken seriously AND the code-word that they’ll need for security purposes to receive your keys.
- When they login, they will get a popup message instructing them to enter the code-word in order to receive your keys.
- They’re done. They now have your keys in their keys basket. In an emergency, they log in and use that key to access your info
What if I invite someone who already has an Eggacy account that’s tied to a different email?
No problem. You can delete the invitation and re-invite them using whatever email they prefer. OR, you can change the email in their active invitation and resend it.
Either way – you want to keep an eye on their invitation status. If they haven’t accepted it, you can ask them about their email preference.
What to Do When Someone You Love has Died or is Incapacitated?
In an emergency such as incapacitation (meaning you need help and are not coherent or capable enough to provide information for yourself), or after you’re deceased, a Keyholder can log in to their Keys basket and click on your name under the “KEYS TO OTHER PEOPLE’S ACCOUNTS” section.
After clicking on your name, the Keyholder will get a pop-up where they can click on the red “EMERGENCY ACCESS” button which will then allow them to immediately view your Health basket (where they can find Health related documents such as a POLST). After a 24-hour waiting period (for security purposes) the Keyholder will then have access to all the other eggs in all the other baskets.
NOTE: A Keyholder will not be able to view your Love Notes (which is a basket containing private messages left for others) OR your other Keyholders.
What if I Need Advice for Reconciling My Loved One’s Affairs?
If you are a Keyholder and have lost your loved one, we are sorry and we’re here to help!
There are tips within each Basket for reconciliation. There are also other articles and advice from our Eggsperts (click a category on the right to access those). Finally, you can CONTACT US if you need someone to talk to OR if you want us to help connect you to experts near you.
*Tips are provided to simply kick-start your thinking. They are NOT legal advice and we recommend that you consult an attorney if you have any questions about estate planning or living trusts or any such matters.