Fiduciary records

Guides & resources

Short, plain-spoken guides for everyone in a Power of Attorney — and an overview you can share. Each is a web page and a printable PDF.

For your firm — Attorney guide

How to issue, deliver, and maintain a mandate, and what your responsibilities are.

Read ⬇ PDF

To give your client — Client guide

What the record is, how they create their identity, and how to safeguard their Recovery Sheet. The “✉ Invite” button on a mandate sends this automatically.

Read ⬇ PDF

To give the agent — Agent guide

A short note for the attorney-in-fact: create an identity, send the name back, and how to use the record when they act.

Read ⬇ PDF

To share with a partner or prospect — The walkthrough

A polished end-to-end overview of how the whole thing works, with honest scope and live links. Good for a colleague or a referring attorney.

Read ⬇ PDF

For an institution — How to verify

A four-step, institution-facing walk-through for the bank, brokerage, title company, or transfer agent that must honor a certification — with a live demonstration to scan. Good to hand to a verifier.

Read

For your legal & IT review

For a firm’s malpractice carrier and risk/IT team: why this is a tool a professional uses (not legal advice, no custody), and how it’s secured. Plain, printable, and honest about what’s architectural versus operational.

Role / UPL analysis Security & trust statement