Is there an example message I should write when sharing sections of Your Nutshell with my solicitor, executor or other personal representative?
(see also the FAQ on preparing for giving extra instructions) An example might be:
“Further to our conversation, this invitation will provide you with a link to establish secure access to vital areas of my “Your Nutshell” account. I have already given access to my wife and children to the “Your Life in a Nutshell” and the funeral wishes, organ donation and illness or incapacity section of “Your Wishes in a Nutshell” sections of my Your Nutshell account.
However, in the event of my death I would like you to implement the following in relation to the other sections of my Your Nutshell account I have shared with you today:
Distribute my “Messages” to those people I have indicated
Make sure my wife knows (i.e. still has secure access to and understands) the wishes I have left in the sections “memorials” and “funeral wishes”
That in addition to the formal provisions in my will which is deposited with you, my wife and children are aware of my wishes as set out in my “possessions” section.
That if the circumstances dictate, then you contact the person I have asked to look after our pet Cat “x” under the “pets” section.
Finally, reassure my wife that she need not worry about dealing with the financial implications just yet, as you and our executor know where everything is via the details in my “Your Money in a Nutshell” account, and that they can all be notified in due course. (She also has access, but reassurance at this time might be very helpful).”
Obviously it is best to have a discussion first and tailor a message to your own personal circumstances, but hopefully this gives you a few ideas as to how you might cover this off with your solicitor, executor or someone else you have entrusted as being your personal representative.
Sharing has been made simple, but you need to consider why and how you are going to share your content. Each service (Year, Life, Wishes and Money) has a different purpose for you, so it is natural that how, why and even when you want to share content will vary. However the sharing function should be able to cope with any of these, and we have listed what those might be here to help you:
1. Within year for instance, you might simply want to share details, photos and videos of a special family event. It would make sense to name a chapter for this event, add as many entries and media (photos etc) as you like and then simply in the "add, edit, organise" area click "share". You then add the email addresses of the people you want to share with, and indicate for how long, add a short message and then click "start sharing" - it's as simple as that!
2. In the wishes section you might want your solicitor or executor to know exactly what you want to happen in the event of your death or incapacity and there is a separate FAQ which gives an example of how you might give a separate set of instructions to them via the "share facility".
3. Finally, no matter which service you take (e.g. Life - for your life's story or Money - to keep your important financial information safe and secure) one of the reasons you did this was to have peace of mind. Knowing that after you've gone this information would be passed on safely to those you wanted to have it. In these circumstances, you should simply indicate in your short message attached to the instruction to share (addressed to your solicitor, executor or other trusted party) that upon your death your want access to be given to X (making sure you list X's full contact details).
