Whether you’re helping a parent, a spouse, a friend, or someone else you care for, being asked to serve as a Delegate on Paige means something. They’re trusting you to step in and help when it counts. The more complete their plan is now, the easier that job will be for you later.
So take some time to get familiar with what they’re building, and offer to lend a hand while they’re still putting it together. It’s a lot easier to help now than to go searching for answers later.
Paige is organized around a handful of tools, each covering a different piece of a person’s affairs. Here’s how to think through each one together, and the questions worth asking along the way.
Get on the Same Page About Your Role
Before diving into the details of their plan, it’s worth taking a step back and talking through what your role actually looks like, and what the expectations are:
- Are you their only Delegate, or have others been named as well? (Paige recommends listing two delegates, in case one is unable to carry out their duties.)
- If there’s more than one delegate, is each person responsible for a different piece, like finances, medical decisions, or funeral and memorial arrangements? Is one person simply a backup while the other is expected to take on the process as a whole?
- Do other Delegates and family members know who’s responsible for what, and are the comfortable with the way roles have been assigned?
A little clarity now can prevent a lot of confusion, or worse, conflict, later on.
The Will
A will is the foundation everything else builds on. It’s where your loved one names an executor, decides how they’d like their assets distributed, and lays out any specific instructions for their estate.
It’s worth sitting down and asking whether a will is already in place, and if it’s been uploaded to their Paige account. If not, offer to help them get started. And if you feel comfortable, ask whether you’re the named executor, or who is, so there’s no surprises later.
Financial Details
This is where bank accounts, investment accounts, and other financial information live in the documents tool. They don’t need to include every account number, just enough for you to know where to look when the time comes.
Ask where they bank, and whether there are other institutions worth noting, like a brokerage or credit union. It’s also worth checking that the information is current, since accounts can change more often than people remember to update them.
Insurance Documents
Life insurance, home insurance, health insurance, whatever applies to your loved one’s situation. Having these uploaded means a claim or policy question doesn’t turn into a scramble later.
Talk through which policies they currently hold and whether the documents are uploaded. It’s also a good moment to check who’s listed as the beneficiary, and whether that’s still accurate.
Other Essential Paperwork
Beyond the will, insurance, and financial details already covered, Paige’s documents tool is also home to anything else worth having on hand: property deeds, vehicle titles, tax records, and other paperwork that doesn’t fit neatly into its own category. Some of these may only exist on paper, so it helps to know where the originals live, not just whether there’s a digital copy. Including a document that lists the physical locations of documents you’ll need hard copies of later is always a good idea.
Fillable PDFs for Wishes and Medical Info
These forms are where your loved one can put their preferences in writing: end-of-life wishes, medical directives, care preferences, and other personal details. This tends to be the most meaningful part of the process, and often the part people put off longest.
Gently ask whether they’ve had a chance to fill these out, and if there’s anything they’ve been meaning to add. Offering to sit down and go through them together can make it feel a little less daunting.
Passwords
Digital accounts don’t stop existing when someone passes away, and getting into them without a saved password can be a real obstacle down the line. This tool keeps that information secure, and accessible only when it’s actually needed.
Check whether their key accounts, like email, banking, or subscriptions, are reflected here, and whether anything has changed recently that needs an update.
Important Contacts
A list of the people who should be looped in: an attorney, a financial advisor, close family, or anyone else who’d need to be notified or involved.
Ask who you should be in touch with, and whether there’s anyone on that list you haven’t met yet or don’t have contact information for.
Personal Messages and Memories
Beyond the practical, Paige also gives your loved one a place to leave personal messages and memories for the people they love, whether that’s a note to a family member, a favorite story, or anything else they’d want remembered.
Ask if there’s anything they’d like to leave here for family or friends, or anything they’d want you to know that isn’t written down anywhere else.
Some of these conversations might feel a little awkward to start. That’s normal, and it usually only takes one small question, like where they bank or whether their will is up to date, to get things moving. You may want to have several shorter conversations to get through all the details. Going through each tool together helps your loved one build a fuller plan, and it means that when you need it, you already know where everything is.
