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Estate of David Richards · Closed estate

The emails we send before an account is deleted

Everyone with access gets two warnings: 30 days and 7 days before deletion. Each has a link to download the final record. The emails name no items, values or people.

Demo screen. Sample emails. Nothing is sent.

30 days before

To: Sarah · From: MyFamilyInherits · Mon 14 Feb 2028, 09:00
The estate account you have access to will be deleted in 30 days, on Wed 15 Mar 2028. Please download the final record while you can.

Hi Sarah,

Download the final record

You will be asked to sign in first. The record is a printable PDF and a spreadsheet.

The 12 months cannot be extended. After the deletion date the account and everything in it are gone.

7 days before

To: Sarah · From: MyFamilyInherits · Wed 8 Mar 2028, 09:00
This is the last reminder. The estate account you have access to will be deleted in 7 days, on Wed 15 Mar 2028. Download the final record now if you still need it.

Hi Sarah,

Download the final record

You will be asked to sign in first. The record is a printable PDF and a spreadsheet.

The 12 months cannot be extended. After the deletion date the account and everything in it are gone.

Who gets them

Executors, heirs and the steward, each with their own sign-in. Sent by email, and by WhatsApp if opted in, never between 9pm and 8am.

What we keep

After deletion we keep only the anonymised log and fee entries we need for accounting. Free at every level.

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