What a staff member sees and what an heir sees

A staff member sees the workspace. That is the file as it is kept: tasks, notes, drafts, and the estate inventory including what is not yet right. An heir does not see that. An heir sees the portal, and only the layers that are switched on. Those layers are the timeline, the estate inventory, the amounts and the letters. If a layer is off, it does not come along. The invitation says the same thing: you see only what has been switched on for you. The staff member's entrance and the heir's entrance stay different, even if someone knows both roles in daily life. The screen does not merge them because that would be handy.

Internal notes stay inside. Doubt about a WOZ decision, a draft of a letter, the question whether acceptance has already been chosen: that is work on the workspace. It does not become a message to the heir merely because it is true. Letters become visible when that layer is on, and then for the person for whom letters have been switched on. A draft is not a letter that has already gone out. Switch the layer with letters on only once the text may be read. The timeline can be on earlier, if the steps are right and there is no amount in the sentence that still has to shift. Notes stay inside even then.

Amounts are a layer of their own, separate from the estate inventory. Someone can see that there is a home without seeing the amount. That is useful for as long as the value has no source, or for as long as a balance of today is still running through the valuation date. The estate inventory without amounts shows what there is. The amounts come with it once they carry the date of death and the source stands alongside. Share less for as long as a figure is not right, and switch a layer off again if you were too early. A correction afterwards does not always catch up with the first reading. The heir remembers the first figure, not your intention.

In the executorship you use that distinction again and again. The staff member prepares. The heir follows what has been released. The executor works in the workspace, or lets the office do that, and does not use the portal as the workspace in a smaller type. Record per file which layers are on, and look at that once more before an invitation goes out. Ervazo does not send that invitation by itself. The text can stand ready. Sending it you do deliberately, from your own mail. An heir who comes in too early sees a draft. A draft should not give the impression of a final position.

A staff member sees the workspace. An heir sees only the layers of the portal that are switched on: timeline, estate inventory, amounts and letters. Internal notes stay inside. This distinction is a choice in the software, not a judgment on who is entitled to information outside the portal. This is not legal advice and not tax advice. Whether an heir must be given sight of a particular document, and whether an amount on the portal touches the return, does not follow from a layer that has been switched on. You discuss that with the notary, the Belastingdienst or an adviser who knows the file.