Begin with the role shown for the relevant will holder, not with a general description of what an executor, beneficiary, guardian or witness might do. A role label in Meerath is not, by itself, permission to manage an estate or act for another person.
Clarify the request
Check whose plan the role relates to. Ask what the will holder wants you to review or discuss now. If you have more than one relationship, keep your questions and records separate so you do not confuse one person's plan with another's.
Use the role name as a starting point for questions. For example: What information should I review? Who should I contact if something is missing? Is any action expected from me now? Do not assume that every person with the same role can see the same information.
Separate access from authority
An item visible in your account tells you what the app is displaying; it does not establish a right to receive that item, transfer property, sign for someone else or make care decisions. Do not treat an invitation or a role label as proof that a legal appointment has taken effect.
If the role looks wrong
Ask the will holder to clarify the intended role using a contact method you already trust. Use Get Help for an account or display problem. For legal eligibility, appointment, witnessing requirements, rights or duties, obtain advice specific to the relevant jurisdiction.
Review your role step by step
- Check the will holder's identity and the role displayed for that relationship.
- Read the information available to you before deciding whether you understand the request.
- Ask the will holder to explain any difference between the role shown and what you discussed.
- Keep a note of the clarification and any question that needs professional advice.
An executor, beneficiary, guardian or witness label may raise very different questions. Do not act as if those roles are interchangeable. If someone asks you to sign, transfer property or make a decision for another person, pause until you understand the applicable requirements and your authority. Use support for an incorrect display, not as a substitute for legal advice.