Invite help without making everything public.

Start with a private family workspace. Members can be tracked by role now; broad content access remains private-by-default until explicit sharing is added.

For the dad-mode workflow, helpers can gather facts, but plan-owner confirmation should remain private and separately recorded before final documents are relied on.

MVP privacy rule: this page manages membership and roles. It does not grant other members automatic access to the plan contents, documents, or vault files yet.

Permission rules now enforced: helpers/admins can save factual draft updates when attached to a workspace plan, attorneys can view draft context, trusted contacts cannot view draft contents, and only the plan owner can record private owner-confirmation checkboxes.

Workspace status

Workspace name

Members

Create a workspace before adding members.

Add existing user

Google account emailRole

The user must sign in once before they can be added. Role labels are ready for permissions, but this MVP still keeps estate-plan content private by default.