First the identity, then the portal

Before you give a foreign heir the portal, you have a name, a date of birth and a way to reach that person. The name is the name as a document writes it, not a nickname and not a profile. The date of birth distinguishes people with the same name. The means of contact is an address, a telephone number or an email address you can use for an invitation to this person. If one of the three is missing, you do not invite. Set a task to ask for the missing particular. A relative who says they will just forward it is no replacement for a means of contact of one's own. The login belongs to a person you can point to.

A name on Facebook is not an identity. A profile can belong to someone else, carry an old name or be managed by a third person. You do not share the timeline, the assets, the amounts or the letters on the basis of such a profile. Ask for a document on which name and date of birth stand, and a means of contact that is not only a social network. Until that document is there, the invitation remains a task and not access that has been sent. Note who supplied the document and on which day. If need be you put an image of a profile with the internal note as a trail of what the family sent. It is not proof of identity and not a reason to switch a layer on.

Each heir gets a login of their own. Even if two people live in the same house, they do not share a password. One may be allowed to see a different layer from the other, or no layer at all yet. Switch on only layers whose content has a source. A foreign heir does not see the workspace and not the internal notes. The office can require an authenticator. That does not replace the identity. Someone who completes the second step is still the person whose name and date of birth you must know. If the identity is not fixed, the door stays shut, however often the family asks to look along for a moment through someone else's account.

Ervazo links a login to a person and shows only layers that are on. Ervazo records and calculates as a worksheet. The worksheet checks no passport and it declares no one an heir. That is not advice. It files nothing and it pays nothing. The program does not turn a name on Facebook into a user and it does not send an invitation because a profile stands in a note. Name, date of birth and means of contact remain fields you fill from a document. Until those fields are filled, the task stays open. The worksheet does not calculate a share in order to get around someone's identity. Access is a decision of the office, not a consequence of a shared surname.