What Info Can a Delegate Access on Your Account?
When you name someone as a delegate in Paige, you're placing a lot of trust in that person — and Paige is designed to honor exactly how much (or how little) you want to share with them, and when. This article walks you through how delegate access works, what your delegate can see before and after your passing is confirmed, and why that distinction matters.
Table of Contents
The Two Phases of Delegate Access
While You're Living: Only What You Share
After Your Passing Is Verified: Full Read-Only Access
A Note on Privacy and Trust
Common Questions
The Two Phases of Delegate Access
Delegate access in Paige can be thought of in two distinct phases: while you're living, and after your passing has been verified. What your delegate can see is intentionally different in each phase. You stay in control of your information for as long as you're here.
While You're Living: Only What You Share
Before your passing is confirmed, a delegate can only see the specific content you've chosen to share with them, whether it's a financial document or a family photo in your memories timeline. Nothing else in your account is visible to them — not your will, not your passwords, not your documents — unless you've explicitly assigned that content to them.
This means you can be as open or as private as you'd like. You might choose to share certain documents with a delegate right away, or you might prefer to keep everything private for now. The choice is always yours.
A best practice is to have an open conversation with anyone you name as a delegate. Let them know they've been assigned this role, what it might involve, and what you've chosen to share with them now versus later. The more context they have, the better equipped they'll be when it comes time to settle your affairs.
Things a delegate may be able to see during your lifetime (only if you've shared them):
- Specific documents you've assigned to them
- Messages you've scheduled with their name as a recipient
- Memories you've chosen to share with them
- Any contacts or other content you've directly assigned
Delegates do not have access to your full account while you're living — even after they've accepted the delegate invitation. Shared access is limited strictly to what you've chosen to assign to them.
After Your Passing Is Verified: Full Read-Only Access
Once a delegate reports your passing and it has been verified by Paige, the scope of their access expands. At that point, your delegate receives read-only access to your entire account — everything you've stored, organized, and left behind.
This full-account view can be understood as the moment Paige does what it was designed to do: make sure the people you trust have what they need to settle your affairs, carry out your wishes, and find the answers they're looking for — without having to search.
"Read-only" means your delegate can view your information, but cannot edit, delete, or make changes to anything in your account. Your legacy stays exactly as you left it.
After verification, a delegate's full-account access can include things like:
- Your will and estate documents
- Stored passwords and account credentials
- All uploaded documents (personal, financial, medical, and more)
- Scheduled messages and memories addressed to others
- Business information and contacts
- Any other content stored in your Paige account
A Note on Privacy and Trust
The delegate system in Paige can be viewed as a carefully designed expression of trust — because you decide what they can see, and when. Your information stays private until the moment it's truly needed.
We suggest choosing delegates who genuinely have your best interests in mind, and being thoughtful about that conversation before the time comes. The more prepared your delegates are, the more smoothly everything can unfold for the people you love.
Once your delegate accepts their invitation, their status in your Contacts list will update to reflect their role. You can revisit and update your delegate assignments at any time from the Contacts page.
Common Questions
"What's the difference between a contact and a delegate?"
A contact is anyone you've added to your Paige address book — family members, friends, business associates. A delegate is a contact you've specifically designated to help settle your affairs. Delegates go through an invitation and acceptance process, and they're the only contacts who can report a passing and receive expanded account access after verification.
"Can I have more than one delegate?"
Yes — and a best practice is to name at least two. You can assign multiple delegates from your Contacts page, and each one will go through the same invitation and acceptance process independently.
"Can I remove a delegate?"
Yes. You can update or remove a delegate at any time by visiting the Contacts page and adjusting their permissions. If your relationship with someone changes, or if you simply want to update who you've named, you're always in control.