Important Terms

Address Book Your full list of contacts in Paige. It's where you manage who you've added, who has delegate status, and how you'd like to connect people to your estate plan.

Advance Care Directive A broader term for legal documents — like a living will or medical power of attorney — that express your healthcare wishes and name someone to act on your behalf if you can't speak for yourself.

Beneficiary A person or organization you designate to receive part of your estate. You can name beneficiaries for your overall assets, specific gifts, or individual accounts.

Business Entity Type The legal structure under which a business operates — such as a sole proprietorship, LLC, S-Corp, or C-Corp. Your entity type affects taxes, liability, and how your business is handled as part of your estate.

Contact A person you've added to your Paige address book — a family member, friend, advisor, or anyone you may want to share information with or involve in your estate plan.

C-Corporation (C-Corp) A standard corporation that is taxed as a separate legal entity from its owners. C-Corps can have unlimited shareholders and are the most common structure for larger businesses or those seeking outside investment.

Delegate A trusted person you've designated in Paige to access your account information after you pass. Delegates receive read-only access to the documents, passwords, and other items you've shared with them, and are responsible for helping settle your affairs when the time comes.

Digital Executor A person you designate to manage your digital assets after you pass — things like online accounts, social media profiles, email, and cryptocurrency. Often the same person as your executor, but doesn't have to be.

Digital Vault Your secure, private space in Paige where you can store important documents, passwords, and files. Think of it as a centralized, always-accessible safe that the right people can access when the time comes.

DNR (Do Not Resuscitate) A medical order indicating that you do not want CPR or other resuscitation measures performed if your heart or breathing stops. A DNR is typically part of a broader advance care directive.

Durable Financial Power of Attorney A legal document that authorizes someone you trust to manage your financial affairs — like paying bills, managing accounts, or handling property — if you become unable to do so yourself. "Durable" means it remains in effect even if you become incapacitated.

EIN (Employer Identification Number) A unique nine-digit number assigned by the IRS to identify a business entity for tax purposes. Think of it as a Social Security number for your business.

Essential Setup A guided six-step process in Paige that walks you through uploading your most important documents — like your will, insurance policy, and medical directives — so nothing critical gets left behind.

Estate Everything you own — your property, money, accounts, belongings, and other assets — at the time of your passing. Your estate is what gets distributed according to your will (or state law, if no will exists).

Executor The person you trust to carry out the instructions in your will after you pass. They're responsible for settling your estate — paying debts, filing paperwork, and distributing assets to your beneficiaries.

Guardian A person you designate in your will to care for your minor children if you're no longer able to. Naming a guardian is one of the most important decisions a parent can make in their estate plan.

Health Care Proxy A person you designate to make medical decisions on your behalf if you become unable to communicate your own wishes. Sometimes called a healthcare agent.

Holographic Will A will that is handwritten and signed by the testator, without witnesses. Some states recognize holographic wills as legally valid; others do not. A formally executed, witnessed, and notarized will is generally considered more reliable.

Intestate Succession What happens when someone passes away without a valid will. State law determines who inherits their assets — which may not reflect what they would have wanted. Having a will helps you avoid this.

Limited Liability Company (LLC) A business structure that offers personal liability protection for its owners (called members) while typically allowing income to pass through to personal tax returns. A popular choice for small business owners.

Medical Power of Attorney A legal document that authorizes someone you trust to make healthcare decisions for you if you're incapacitated. Similar to a Health Care Proxy — the terminology can vary by state.

Memory A recorded story, reflection, or moment you've preserved in Paige to share with the people you love. Memories can include photos, videos, and written notes organized by theme or life chapter.

Messages A Paige feature that lets you write personal notes or instructions to be delivered to specific people — now, or at a future date of your choosing. A meaningful way to share what matters most, in your own words.

Notarization The process of having a certified notary public witness and authenticate your signature on a legal document. Most states require notarization for a will to be legally valid.

Notary Public A licensed official authorized to witness the signing of legal documents and verify the identity of the signer. Notaries can often be found at banks, libraries, and courthouses — and some states allow online notarization.

Passwords, Pins, and Codes The section of Paige where you can securely store login credentials, device PINs, account codes, and other sensitive access information — so your loved ones aren't left searching when they need it most.

Probate The legal process through which a court validates a will and oversees the distribution of an estate. It can be time-consuming and costly — a well-prepared estate plan can help simplify or reduce the need for it.

Read-Only Access A permission level that allows a designated person to view your stored information without being able to edit or delete it. Delegates receive read-only access to the items you've shared with them.

Remote Online Notarization (RON) A way to get your documents notarized virtually — via a video call with a licensed online notary. Some states permit RON as an alternative to in-person notarization.

S-Corporation (S-Corp) A type of corporation that passes income, losses, and tax obligations through to its shareholders' personal tax returns, avoiding corporate-level taxation. Subject to eligibility requirements set by the IRS.

Scanning App A mobile app that uses your phone's camera to capture and convert physical documents into digital files. Useful for uploading signed wills, insurance policies, and other paper documents into your Paige digital vault.

Self-Proving Affidavit A sworn, notarized statement — signed by you and your witnesses when you sign your will — that confirms the will was executed properly. It's attached to the will and can speed up the probate process.

Self-Proving Will A will accompanied by a notarized affidavit signed by the testator and witnesses at the time of signing. A self-proving will can often be admitted to probate without requiring witnesses to testify after the testator's passing.

Shared With Me The section of Paige where you can view documents, files, or information that another Paige member has chosen to share with you. If you've been designated as a delegate, this is also where you'd report a passing.

Sole Proprietorship The simplest business structure — a business owned and operated by one person, with no legal distinction between the owner and the business itself. The owner is personally responsible for all business debts and obligations.

Testator The person who creates and signs a will. When you complete a will in Paige, you are the testator.

Two-Factor Authentication (2FA) A security feature that requires two forms of verification to access your account — typically your password plus a one-time code sent to your phone or email. It adds an important extra layer of protection to your Paige account.

Last Will and Testament (Will) A legal document that expresses your wishes for how your assets should be distributed after you pass. It can also be used to name guardians for your children and designate who you trust to carry out your wishes.

Will Builder Paige's step-by-step tool for creating a legally valid will. It walks you through your personal information, family situation, assets, and final wishes — no legal background needed.