Pocket Ledger

What Is A Nominee?

What Is A nomineee? A nomineee is an important person in your life whom you trust enough to provide access to some or all of your PocketLedger. You can choose to share sections of your PocketLedger with nominee immediately, or lock them until after you've passed away.

Who Should I Choose?

The following are good choices to be a Deputy for your Pocket Ledger:

Your spouse or partner
Your grown children
The executor of your Will
The person you designate as your Power of Attorney

How Do nomineee Gain Access?

Your nomineee will receive an email invitation with instructions to create a free Pocket Ledger account. They will then be able to see the sections you chose to share with them.

First Name

Last Name

Relationship

Email Address

Phone Number

Personal note

Notify the user on this Nominee Request Unique Access Code Share Now - All your information will shared with Nominee Share information during emergency / after death

Nominee Status

PocketLedger simplifies your life.

Who Should I Choose a nomineee?

What Is A Nominee?

Who Should I Choose?

How Do nomineee Gain Access?

Add Nominee

Delete Confirmation

Confirm on Delete