My People
One member. Their people. A lifetime of changing permissions. Add someone once — then choose what they can help with.
Trusted people
SproutCan contribute
SidecarBill assistance
AllSetEmergency document access
SproutCan contribute
SidecarNo access
AllSetEmergency document access
SproutNo access
SidecarNo access
AllSetAfter-death access
One relationship, reused everywhere. Permissions can only narrow what your institution already authorizes, and are enforced server-side in a production deployment.