Custodians
Access, entirely on your terms.
A Lyff Custodian is a professional you’ve engaged. They only see what you provide access to.
What is a Lyff Custodian?
A Lyff Custodian is a professional you nominate for scoped access to your vault, your solicitor, financial adviser, accountant, or the person handling your estate. Where a Lyff Guardian is someone close to you, a Lyff Custodian is about professional access for a professional purpose.
Only what they need, nothing more
Every item in your vault has its own Sharing Setting. Nominating a Lyff Custodian doesn't open your whole vault to them. It only gives them access to the specific documents and details you've chosen to share, whether that's your insurance policies for your financial adviser or your estate documents for your solicitor.
When a Custodian gets access
You decide the timing for each item you share, straight away, from a date you choose, or only once the Lyff Release process has been completed. The same choice you make for a Lyff Guardian is available for every Lyff Custodian too, set once, per item.
Who people usually nominate
- Solicitor or estate lawyer
- Financial adviser or planner
- Accountant
- Executor or estate administrator
How many Custodians you get
You choose who to trust
You know your solicitor, adviser or accountant best, so it's your decision who to nominate. Lyff doesn't vet or verify the people you choose. Our role is to carry out the access you've set up, exactly as instructed.
Personal
Lyff Guardian
Someone you trust personally — a partner, sibling, or close friend. Once they accept your invitation, they can see whatever you've placed in their Guardian folder: the documents, passwords, and instructions you've chosen to share with them. Everything else in your vault stays completely private. Full access only opens if Lyff's Inactivity Safeguard determines it's genuinely needed — for example, if you've gone quiet for an extended period and haven't responded to our check-ins.
- Must accept your invitation before anything is shared
- Sees only what's in their folder, day to day
- Full vault access opens only through the Inactivity Safeguard
- You can update what's shared or remove their access at any time
Professional
Lyff Custodian
A financial planner, solicitor, accountant, or other adviser you've formally engaged. Once they accept your invitation, they can see whatever you've placed in their Custodian folder, scoped to exactly what their engagement with you requires and nothing more. You choose which documents go in, and you can update or revoke their access at any time as the relationship changes.
- Must accept your invitation before anything is shared
- Sees only what's in their folder, day to day
- Access stays limited to the documents you've specified
- Coming soonUploading documents on your behalf by email
Not sure if you need a Custodian or a Guardian?
A Lyff Custodian is a professional adviser with scoped access. If you're thinking about a partner, sibling or close friend instead, that's a Lyff Guardian. Either way, our Sharing & Permissions page explains exactly what each one can and can't see.
The Inactivity Safeguard
A welfare check first, access second
Before your Custodian is ever given access, Lyff runs a careful, multi-step check. Nothing is released on a single missed email, and you can stop the process at any time just by logging in.
01
We check in with you
A gentle email, then a follow-up email and SMS over about two weeks.
02
We check in with your Custodian
If we still can't reach you, your Custodian is notified and asked if they've heard from you.
03
A human verifies before anything opens
A real person at Lyff confirms what's happened before any access is released.
You're always in control. Responding to any check-in, or simply logging in, stops the whole process and resets it immediately.
Even once access is confirmed, your Custodian only ever sees what you've specifically shared with them, never your full vault. Access stays scoped to exactly the Sharing Settings you've chosen, item by item.
Guardians & Custodians
Side by side
Are you a professional adviser?
If you're a solicitor, accountant or financial planner, your clients are exactly who Lyff is built for. Find out how professionals and firms can partner with Lyff.
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