Who may receive your record: your direction

Version 1. Effective 30 October 2026.

This is separate from our Terms of Service, our Privacy Policy and the Participant Agreement. It is your own direction to us about your record, given through ToldForward’s online tool.

You are making this direction to D2X Enterprises LLC, which provides ToldForward as a service.

1. What it says

Your record goes only to the people you designate in ToldForward, as and when our terms say: after your death is confirmed and the waiting period has ended.

You direct us not to disclose your record, any part of it, or a list or catalogue of what it holds to anyone else, even if the law would otherwise let them ask for it. That includes:

• the executor or personal representative of your estate;
• an agent acting for you under a power of attorney;
• a guardian, conservator or trustee acting for you or your estate;
• anyone else acting as a fiduciary for you.

We will disclose to them only if a court orders it, or the law requires it whatever you direct.

2. Why it matters

Most states have a law on fiduciary access to digital assets (in many, the Revised Uniform Fiduciary Access to Digital Assets Act). Under those laws, a direction you give through an online tool like this one comes before your will, a trust, a power of attorney and our terms. Without it, an executor or agent could ask us for a list of what your record holds, and in some cases for parts of it.

Your designations in ToldForward are part of the same direction: they say who receives your record.

3. What it does not change

• The people you designate still receive your whole record, as our terms describe.
• An agent or guardian approved under our process can still help with your account’s administration, such as billing, cancelling and contact details. They never read, write or answer for you.
• Your executor can still close your account and receive any refund owed to your estate.
• If you live in Delaware, Louisiana or Massachusetts, your state’s law may not give an online tool this priority. Say the same thing in your will too; our model will clause does.

4. Changing your mind

You can withdraw this direction at any time in Settings, and give it again. If you withdraw it, the law of your state decides what a fiduciary may ask us for. We keep a record of each time you give or withdraw it.