Before you start
Decide what should be visible in normal workspace views and what must stay protected. Sensitive access details belong in encrypted/private areas, not ordinary notes or shared exports.
Detailed steps
Open Legacy Plan > Instructions
Start from the screen named in the step and confirm the portfolio in the top bar before you change anything. If the wrong portfolio is selected, switch portfolios first.
Unlock private mode if sensitive instruction fields are needed
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Write clear steps for accounts, advisors, documents and priorities
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Link instructions to documents and contacts where helpful
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Field guide
Who can see the record in normal use.
Keep private operational details out of standard fields.How the information can be understood later.
Document non-secret context clearly.Sensitive details encrypted behind private controls.
Never store raw secrets in regular notes.What a trusted person may receive.
Match the role and relationship deliberately.Decision rules
What it adds
- Explains what matters and who should do what.
- Gives heirs context that raw documents cannot provide.
- Keeps sensitive instructions protected from normal workspace access.
What it does not do
- Instructions are operational guidance, not legal documents.
- They are useful only if they stay current.
- They should not contain raw passwords or seed phrases.
Common mistakes
What to check
- Use direct language that a non-expert can follow.
- Separate wishes from legally binding directions.
- Review instructions after asset, advisor or family changes.
Entering a clean-looking value without recording where it came from.
Ignoring currency, ownership percentage or valuation date because the total appears reasonable.
Using ordinary notes for private access information.
Assuming Legacy Instructions produces advice, verification or execution beyond the workflow described here.
After you save
- Return to Net Worth and confirm totals changed as expected.
- Open Capital Review to see whether the record created, resolved or changed any review item.
- Check whether the record should affect Forecast, Investment Plan, exports or share links.
- Revisit this security guide when source evidence changes.