Now that you have your FamilySafeBox account set up, you will want to invite a few people to act as Keyholders on your account (we recommend choosing at least three—here’s why). But why would someone agree to be one of your Keyholders? It’s a pretty big responsibility! It means that you are being entrusted in some capacity to take care of someone and all of their stuff in an emergency. And it will require some work to reconcile all of the information on that person’s account after they are no longer able to. So how can you help someone accept this important responsibility and make sure that they have what they need to succeed? Here are a few tips:
1. Communicate
First, make sure that you talk to someone about being a Keyholder before you send the invitation. Like we said, it’s a big responsibility. Let the person know why you have chosen them as someone that you would trust to take on your care and the management of your affairs (it’s likely because you love them, and they have a history of being trustworthy and responsible). Be sure they understand that they will need to set up an account with FamilySafeBox in order to act as your Keyholder, and that that will give them the power to access your information in the event of an emergency. Discussing what being a Keyholder entails beforehand will allow them to think about and decide whether or not it’s a task that they are up for, and give you the chance to make other plans if it’s not going to be a good fit.
2. Follow Through
Once someone has agreed to be a Keyholder on your account, quickly follow through with sending their invitation. The quicker the turnaround between their agreeing to be one of your Keyholders and receiving their invitation, the more likely they are to accept. Be aware that the invitation email can sometimes get marked as spam, so check in with your prospective Keyholder once you have sent the email, and make sure they check their spam folder if they don’t see it in their inbox.
3. Share your Code Word
Next, be sure to pass along the Code Word that you create when you send their invitation (read the Tips page in this Box for more info if you need it). This helps the person you are inviting to know that your request is legit and that we aren’t asking for their information without your permission.
4. Refer Them to our Tips
Once your Keyholder has accepted your invitation and created their own FamilySafeBox account, make sure they utilize the Tips and other resources that we have on our site! The information contained in the Tips will likely answer any questions they have about being a Keyholder and using their account.
4. Update your Boxes
Finally, frequently hop on your FamilySafeBox account to keep everything updated and organized. When it comes time for your Keyholders to activate the Emergency Access Protocol and reconcile your information, this will make their job a whole lot easier. Trust us when we say that they will be so grateful you took the time to plan ahead.
Need more help with your FamilySafeBox account? Check out our other Tips and expert articles here!