Feature · Collaboration
Collaboration is how AfterLoss handles a team of family, executors, solicitors and friends working through the steps after a death, with the right access for each person.
Four roles, one case. Invite the people helping with the work and give each the access they need; some steps can only be completed by an executor.
Start a case →After a death, the work is rarely done by one person. An executor handles the legal side. A daughter calls the gas company. A solicitor advises on the will. A friend takes phone calls and checks on the house. Each of them needs to know what has been done, what is outstanding, and what is theirs to do. Without one shared place, half the conversation happens by text and email and the other half does not happen at all.
AfterLoss treats a case like a small team workspace. You add people one at a time, give each a role that matches what they will be doing, and they see only what their role allows. Everyone shares the same step list, the same documents, the same key information. Nothing is duplicated, nothing falls between two people, and you can see at a glance who completed what.
Four roles. A Viewer can see everything but change nothing. An Editor can complete steps, add notes and upload documents. An Admin can do everything an Editor can, plus invite or remove people and change roles. An Executor (or, where there is no will, an administrator holding letters of administration) has Admin powers plus the right to complete steps that need executor authority.
Some steps cannot legally be completed by anyone other than the executor named in the will or letters of administration: closing certain bank accounts, signing for probate, paying inheritance tax. AfterLoss flags those steps and only allows a member with the Executor role to mark them done. Other team members can prepare the work; the executor signs it off.
The team you build in planning mode stays on the case after a death. There is no scramble to invite people in the first week. Permissions stay as you set them; the executor's powers activate alongside the statutory deadlines, and any lasting power of attorney ends at death (it covers the person while they are alive, not afterwards). If no team is in place at the time of death, the next of kin can invite people in bereavement mode the same way.
Collaboration is the layer underneath every AfterLoss case. The team sees the same information and documents and works through the same case. In planning mode the team is your nominated successor and anyone you have invited; in bereavement mode it widens to include everyone arranging the funeral and settling the estate. The wiki has more detail on what changes at death: see power of attorney after death.
You can add people one by one, with the right access for each.
