How to Prepare my Delegates

Getting your own affairs in order is the first step. The second step is ensuring that your plan can be found, accessed, and acted on. This guide is about setting your family up for success, when the time comes.

Table of Contents

Make Sure the Right People Have Access
Make Sure They Know How to Find Things
Make Sure They Know What to Do When You're Gone
Keep It Current and Keep Them in the Loop

Make Sure the Right People Have Access

The most common failure point in estate planning isn't a missing document, it's that no one knows where to look, or who to ask. Before anything else, confirm that the right people have access to the right things.

• Assign at least two delegates in Paige, if possible. If your primary delegate is unavailable — traveling, ill, overwhelmed, or themselves impacted by the loss —it helps to have a second person to step in.
• Talk to your delegates about the role before you name them. When you assign someone as a delegate in Paige, they'll get an email asking to accept, so it helps if they've heard it from you first. Have a conversation, make sure they understand the responsibility and are ready to say yes.
• Confirm your delegates have Accepted their Role. Delegate access in Paige is received through an account the delegate will be asked to set up (it takes less than 5 minutes). If they have not created their Paige account, they cannot report a passing or see the information you’ve shared with them. You can confirm that they’ve created their account and accepted their role in the Contacts list – the Delegate Status will change from “Pending” to “Accepted”.
• Share anything important with at least two people. For any document, contact, or piece of information that your family will need, ask yourself: does more than one person know this exists and how to find it? If the answer is no, add a second person.

Make Sure They Know How to Find Things

Having access to Paige isn't the same as knowing how to use it. A five-minute walkthrough with your delegates now prevents confusion later.

• Show them where Shared With Me lives. In Paige, everything you've shared with someone appears under Shared With Me in their dashboard. Make sure your delegates have logged in at least once and know where to find this section.
• Explain that some things won't appear right away. Information you've chosen to share only in the event of an emergency or after your passing is held securely and released only after your death is verified with the Paige team. Your delegates should know this is how it works, so they aren't confused when something isn't visible yet.
• Tell them what they'll find there. You don't need to share every detail, but your delegates should have a general sense of what you've stored — documents, passwords, contacts, your will — so they know what to look for and what to do with it.
• Bookmark app.go-paige.com for them. In a moment of grief and stress, people lose time to simple things like not remembering a URL. Make sure the people who need Paige can get there without searching.

Make Sure They Know What to Do When You're Gone

If you've set information to be released only after your passing, your family needs to know exactly how to unlock it. This isn't complicated, but it requires knowing the process ahead of time.

• Share the End of Life | Next Steps Guide with your delegates now. Paige has a dedicated resource that walks families through exactly what to do after a loved one passes, including how to report the passing, what documentation is needed, and how to access the full account. Share it before they need it.
• Tell them how to report your passing to Paige. Your delegates can unlock full account access by going to Shared With Me in their Paige account and selecting Report a Passing. They'll need to provide a death certificate, obituary, or burial permit. Make sure they know this step exists and what to have ready.
• Remind them that Paige's team is available to help. If they're unsure what to do or the process feels unclear, they can reach the Paige team at help@go-paige.com or through the live chat on go-paige.com. Make sure they have this.

Keep It Current and Keep Them in the Loop

Preparing your family isn't a one-time task. As your life changes, your plan should too — and the people who depend on it should stay informed.

• Review your delegates annually and after any major life change. People move, relationships shift, and circumstances evolve. Make sure the people you've named are still the right people and still reachable.
• If you add or update something significant in Paige — a new document, a changed password, an updated will — be sure you share the new version with those who will need it. They can't benefit from information they don't know exists.
• If your executor, attorney, or financial advisor changes, update your contacts in Paige and tell your family. Outdated information at a critical moment causes real problems.