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Estate PlanningMay 15, 20264 min read

Choosing Your Trustees: A Practical Guide

Who should receive your digital legacy, how many to pick, and how the invite-and-confirm flow keeps everyone in the loop.

A trustee is someone you authorize to receive specific secrets when the time comes. Choosing them well is the most important decision you will make in Testamently.

Who to choose

Pick people you genuinely trust and who are likely to outlast the accounts you are protecting:

  • A spouse or partner — for personal messages and shared finances
  • An adult child or sibling — for long-term reliability
  • A lawyer or executor — for legal documents
  • A very close, tech-comfortable friend — as a backup

Waiting vs. confirmed

When you assign a trustee, they get an email invitation. Until they accept, the secret shows as "waiting". Once they confirm, it turns "confirmed" — so you always know, at a glance, which of your secrets will actually reach someone.

Stay in control

You can assign more than one trustee to a secret as a safety net, pause a trustee, or change assignments anytime. Trustees only ever get read access, and only to the specific secrets you chose for them.

Our advice

Start with one or two people you trust completely, confirm they have accepted, then expand from there. An unconfirmed trustee protects nothing — so follow up until you see "confirmed".

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