Family & helpers · David's plan
You are helping Dad as a steward
David invited you to help organise his plan. You can add and tidy information for him; anything that changes who gets what needs David's own confirmation.
What you can do
✓ You can
- Add items, photos and documents
- Record wishes David tells you
- Import his CollectScale collection
- See values marked for everyone
Needs David to confirm
- Gifts and who receives them
- Sharing details with a solicitor
- Changing executors or stewards
- Marking an heir as deceased (only David can do this)
- Seeing values David keeps private
Waiting for David (2)
David gets an email and a notice next time he signs in.
SR
Gift: Hornby 'Flying Scotsman' to Yusuf
Awaiting DavidAdded by you · Tue 20 Oct
SR
Add Daniel as substitute executor
Awaiting DavidAdded by you · Wed 21 Oct · Lives abroad Perth, Australia: documents and ID by courier, 7–8 hours ahead. David may prefer a UK-based substitute.
People helping with this plan
DR
David Richards
OwnerPlan owner · Hale WA15
MR
Margaret Richards
Joint ownerWife · mirror-will partner · sees joint items (home, villa in Spain, joint accounts)
SR
Sarah Richards (you)
StewardDaughter · Glasgow · since 14 Oct
DN
Daniel Richards
BeneficiarySon · Perth, Australia · can view gifts left to him
YR
Yusuf Rahman
BeneficiarySon-in-law · Glasgow · can view the gift left to him
Your estate record
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