Role guides
TraderTape Wealth is used by different people in very different situations. These guides are written for each of them — the family and trustee guides are in plain language, meant to be printed and stored with your estate kit, and are written to work even if the app, Google, or any company is no longer around.
| Guide | Who it's for | When it's used |
|---|---|---|
| For the owner | You — the account holder | Setting up and keeping it current |
| For your family | Spouse / children / next of kin | In an emergency, to find and act on your finances |
| For a trustee | Someone you gave a key share | To help unlock the encrypted report when needed |
| For a nominee / beneficiary | Whoever is named to receive assets | Understanding what a nominee can and can't do |
| For an executor / lawyer | Whoever administers the estate | Legal framing and what this tool provides |
Not legal advice. This tool helps people find and access your finances. It does not replace a will or the legal succession process. Laws vary; consult a qualified professional for estate planning in your country.
What to include in your "estate kit"#
Print and store these together in a safe place (bank locker, with your lawyer), and tell your family where it is:
- The 🆘 Estate / ICE report (Full version), printed.
- For your family, printed.
- The encrypted report file (
…-encrypted.json) +Decryptor.html(on a USB drive or in a shared Drive folder). - For a trustee, printed — one copy per trustee, given with their share card (see LEGACY.md).