Adding a Trustee is as simple as sending an email.
1 - Enter the email address of the Person you wish to choose:
2 - Then enter a message for your Trustee that will be sent to them along with brief explanation of the Trustee concept from us.
WE STRONGLY ADVISE that you contact your Trustee in advance to let them know to expect this email or it could easily be mistaken for SPAM.
Also they should check their SPAM folder for the NestEgg email if they do not receive it quickly.
Once the Trustee Email has been sent:
- You will see your Trustee's details in the Trustee List.
- Until they accept your Request a Red Circle Icon will appear next to their name
- When they accept your Request a Green Tick and Circle Icon will appear next to their name
- THE BROWSER WINDOW NEEDS TO REFRESH FOR THE APPROVED ICONS TO CHANGE FROM RED TO GREEN
Other Trustee Options:
- You can Disable, and re-enable, a Trustee using this option
- Send Opt-In Email
- You can re-send the NestEgg Opt-In email if your Trustee did not receive it (or had deleted it)
- Send Notification
- You can send a copy of your Crypto Information manually to the Trustee using this Option
- Edit & Delete
- Standard Edit and Delete options