What Is A Nominee?
What Is A nomineee? A nomineee is an important person in your life whom you trust enough to provide access to some or all of your PocketLedger. You can choose to share sections of your PocketLedger with nominee immediately, or lock them until after you've passed away.
Who Should I Choose?
The following are good choices to be a Deputy for your Pocket Ledger:
- Your spouse or partner
- Your grown children
- The executor of your Will
- The person you designate as your Power of Attorney
How Do nomineee Gain Access?
Your nomineee will receive an email invitation with instructions to create a free Pocket Ledger account. They will then be able to see the sections you chose to share with them.
