The Executor Kit is the envelope your executor opens: four documents you write plus the people you name. It is part of the Executor Kit plan.

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The four sections

Each section is its own panel with a text area, a Completed switch and a Save button. A tick appears in the heading once it is complete, and an Updated date shows when it was last saved.
A signed letter naming your executor and authorising them to access, close or memorialise your online accounts. Give a copy to your lawyer to attach to the will (RUFADAA language for US estates; a digital-assets clause for New Zealand and Australia). Practices using Secure My Legacy have a matching clause template.
Where your credentials live and how the executor gets in: the password manager emergency kit, the printed sheet in the safe, the phone passcode envelope. Never the passwords themselves. Your Vault entries are the raw material.
Every service your executor will need to close, transfer or keep. Generate from audit fills it from the Account Audit, one line per open account with its domain, category and last activity, critical accounts starred. Edit the result freely; regenerate after a re-scan.
What should happen to each account: memorialise Facebook, download the photo library, close the subscriptions, transfer the domain names. This is what our Family Cleanup team follows.

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Executors

Add opens a short form: name, email, phone and relationship.
Executors receive nothing from us until you hand them the envelope. On the Standby plan each one carries a Verified or Unverified badge that you set from the Standby Plan after confirming their details.

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Progress

The Progress panel counts completed sections out of four. The same count appears on the Dashboard and, if a practice referred you and you left sharing on, as a bar on their client roster.

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Printing

Print executor envelope at the top of the page produces the document. See Print the envelope for what comes out and how to store it.