The family & helpers

Sara Ellisonyou · Daughter · executor of the estateExecutor

James EllisonSon · can see everything, edit tasksActive

Ruth EllisonSister · can see updates onlyInvited

David Cho, Esq.Probate attorney · via MarketplaceActive

Why share

James asked what he could do. Now he can see the same list you do, and you choose exactly what each person sees.

What people can see

Full access

documents, tasks, accounts

Helper

only the tasks you assign

Updates only

progress, no private papers