Introducing Trusted Delegate in Legacy360: Peace of Mind When It Matters Most

August 18, 2025 3 min read

Emergencies don’t always wait for the right person to be available. That’s why Inheritus includes the Trusted Delegate role in Legacy360—a simple, secure way to ensure someone you trust can view your non-private legacy details when it matters most. And when it doesn’t matter—when there’s no emergency—you’ll be notified immediately if one of your Trusted Delegates accesses your information. Transparency and control, together.

What is a Trusted Delegate?

A Trusted Delegate is a person you authorize to see select, non-private parts of your Legacy360 profile—things like your emergency contacts, high-level document inventory, and key points of contact (e.g., attorney or executor details). This role exists for those “just in case” moments when clarity can save time, reduce stress, and keep loved ones aligned.

You stay in control. Private details (e.g., full document contents, sensitive identifiers, or account numbers) remain hidden. You can change or remove a Trusted Delegate any time.

Why this role matters

  • Faster help in emergencies: Loved ones and advisors can quickly find what’s relevant—without waiting for passwords, paperwork, or guesswork.
  • Clarity without oversharing: Your Trusted Delegate sees only the information designed to guide next steps—nothing more.
  • Immediate oversight: If your delegate accesses your information outside of an emergency, Legacy360 alerts you right away. No surprises.

Built-in safeguards

  • Immediate notifications: If a Trusted Delegate opens your information when there’s no emergency, you receive an alert right away.
  • Audit trail: Access events are logged so you can review who saw what, and when.
  • Granular sharing: You decide which categories are visible to your delegate.
  • Easy revoke: Remove or replace your Trusted Delegate in a few clicks.
  • Strong security: Encryption, role-based permissions, and best-practice authentication help keep your data protected.

How it works (in two quick steps)

  1. Choose your delegate
    Pick someone you trust—often a spouse/partner, adult child, close friend, or professional fiduciary.
  2. Stay informed
    Your delegate can reference your non-private details during an emergency. If they access outside a true need, you’ll know immediately via notification. You can review the activity log and adjust or revoke access any time.

When to appoint a Trusted Delegate

  • You travel frequently or live alone
  • You support dependents or aging parents
  • You manage multiple properties or accounts
  • You simply want a second set of eyes in a crisis

The right time is before you need it—so your plan can work exactly as intended.

Best practices for choosing your delegate

  • Pick reliability over proximity. Availability and judgement matter more than distance.
  • Talk it through. Share your preferences about what constitutes an “emergency.”
  • Document boundaries. Use Legacy360’s notes to clarify what you want done first.
  • Review annually. Relationships and roles change; your delegate can, too.

FAQs

Is the Trusted Delegate the same as my executor or attorney?
Not necessarily. You can choose the same person—but you don’t have to. Trusted Delegate is about quick visibility into non-private details during urgent moments.

Can I change or remove my delegate?
Yes. You can update or revoke access at any time in your Legacy360.

Will my delegate see my private documents?
No. Document contents and sensitive data remain private unless you explicitly change their visibility.

How will I know if they look at my info?
If they access your information without an emergency need, Legacy360 notifies you immediately. You can also review your audit log at any time.

About Inheritus

Inheritus builds modern, privacy-first legacy planning tools. With Legacy360, you can organize essentials, set sharing rules that reflect your values, and keep loved ones informed—only when they need to be.

Richard Sanders, CPA, CA, CBV is a seasoned professional and Partner at a leading global Accounting firm, bringing over 35 years of invaluable experience to the advisory board. With a background in Accounting & Finance, he has demonstrated a keen sense of the challenges to business management and growth throughout his career.

Having held key partnerships with several Accounting firms, Richard has a proven track record of success in advising businesses in areas ranging from Audit to Internal Controls, Tax and Valuations. His strategic thinking has been crucial in guiding organizations through periods of startup and growth.

As an advisory board member, Richard provides strategic counsel and invaluable insights on Audit, Finance and Accounting. His expertise and vision play a vital role in shaping the organization’s strategy and driving sustainable growth over the long term.

Richard holds a Bachelor of Accounting & Business Management from the University of Toronto. He continues to stay at the forefront of the Accounting industry’s developments through ongoing education and professional development initiatives.

Richard’s passion for success and his commitment to guiding businesses make him an invaluable asset to the advisory board.

Bob is a distinguished leader in Software M&A, bringing over 40 years of invaluable experience to the advisory board. With a background in the Canadian & US Information Technology sectors, he has demonstrated a keen understanding of the challenges driving business innovation and fostering growth throughout his career.

Having held prominent roles within the Fortune 500, Bob has a proven track record of success in supercharging business growth. His strategic acumen and forward-thinking approach have been instrumental in guiding organizations through periods of change and transformation.

As an advisory board member, Bob provides strategic counsel and invaluable insights on business development, partnerships and strategic alliances. His expertise and vision play a vital role in shaping the organization’s long-term strategy and driving sustainable growth.

Bob holds a BSc in Physics and Mathematics from the University of Ottawa. He continues to stay at the forefront of the Information Technology industry’s developments through ongoing education and professional development initiatives.

Bob’s passion for excellence and his unwavering commitment to the Software Industry make him an invaluable asset to the advisory board, driving the organization’s mission and vision forward with clarity and purpose.

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