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You’re exploring a read-only demo — the Smith family’s sample account. Nothing here is editable.

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Family & Executors

Everyone sees exactly what John chose

Some people get access now; others only after a verified passing. John decides, down to the item — and can change his mind any time.

Margaret “Peggy” Smith

Margaret “Peggy” Smith

Wife · Married 47 years

Full accessEverything, now
David Smith

David Smith

Son · Primary executor · Raleigh, NC

Full accessEverything, now
Emily Smith-Nguyen

Emily Smith-Nguyen

Daughter · Charlotte, NC

LimitedReleased after verification
Thomas Smith

Thomas Smith

Son · Denver, CO

LimitedReleased after verification
Robert Smith

Robert Smith

Brother · Backup executor · Invitation sent

View onlyExecutor duties onlyInvite pending

The executor’s runbook

When the time comes, David and Robert won’t have to figure it out alone. KinCoffer hands them a clear, step-by-step checklist — pre-filled with John’s specifics.

  • Obtain 6 certified death certificatesLegal
  • Contact Ellen Harrison (estate attorney)Legal
  • File the Northwestern life-insurance claimFinancial
  • Notify the NC pension office & Social SecurityFinancial
  • Access safe deposit box (First Carolina, Box 318)Financial
  • Memorialise John’s Facebook accountAccounts
  • Bring Scout (the dog) to David’sGeneral
  • Distribute belongings per John’s wishesGeneral