AfterLoss collaboration and successor system

Two related features: Team Members, which lets several people work on the same case during bereavement, and the Successor System, which decides who inherits a planning case when the person who set it up dies.

What it does

A case has one owner and any number of additional people, each with a role. Viewer can read the case; Editor can update tasks and documents; Admin can add or remove people; Executor is the designated executor (or, where there is no will, the administrator) and has full case access plus visibility on probate-relevant materials. Roles are practical, not legal: AfterLoss does not grant probate; it tracks who is doing what.

The Successor System addresses the planning-mode problem of "what happens to my case when I die." A planning case can name a successor (typically one of the executors). When the case transitions from planning to bereavement, the successor receives an email and inherits ownership of the case, with all the wishes and information the deceased recorded already in place.

What problem it solves

Bereavement administration is rarely one person's job. The named executor often shares it with a sibling, an adult child, or a solicitor, and they need to see the same information without ringing each other constantly to check what's been done. For planning, the fear that "if I write all this down it dies with me" is a common reason people don't plan; the successor system answers that.

Where it sits in the procedural sequence

For the legal context, see executor, administrator and lasting power of attorney (which ends at death; see power of attorney after death). The successor handover is the practical bridge between an LPA, which ends at death, and the executor's role, which begins at it.

Use this feature

Start a case and add team members from the case settings; designate a successor in planning mode from the same panel.