Treat estate information as sensitive, including information that you can legitimately view. Access to a document is not permission to share it with other people.
Protect your account
Use a unique password and keep your login details private. Do not include passwords or recovery codes in a message or support request. Use a device you trust, protect it with a screen lock and sign out when using a shared device.
Open account security settings to review the options available in your account. Follow the instructions shown there rather than assuming every security method described in an older guide is available. A checklist or completion label is not proof that an account or document is secure.
Handle documents carefully
Share only information that is appropriate for the person and task. Avoid sending private estate documents in an initial support request. If a download is offered and you choose to use it, consider where that copy will be stored and who else can access the device.
Privacy questions and concerns
Read the Privacy Policy for information about the platform’s handling of personal information. For questions about the notice, use the contact listed in it. If you notice activity you do not recognize, use Get Help and describe the concern without exposing credentials. Do not rely on a phone number copied from an older guide.
Before you share information
- Confirm who is asking and why the information is needed. Use a contact method you already trust if the request is unexpected.
- Decide whether the question can be answered without copying a private document.
- Check any screenshot or note for personal details, passwords and codes before sending it.
- If you are unsure whether sharing is appropriate, ask for clarification before proceeding.
Keep copies on shared devices in mind, not just the information visible inside the app. If you choose an available download action, think about who can open the resulting file. A Member role is not permission to circulate someone else's estate records. For privacy questions about the platform, consult the policy; for a technical concern, contact support without exposing the sensitive material itself.