Add the people who matter most, assign them your digital assets, and set up automated alerts so your estate plan is truly complete.
Beneficiaries vs. Trusted Contacts
Beneficiaries inherit your assets. Trusted Contacts carry out legal roles (executor, trustee, healthcare proxy). A person can be both — but they should be added in both sections.
Go to "Beneficiaries" in your dashboard sidebar. Click "Add Beneficiary" and fill in their name, email address, and relationship to you. You can add as many beneficiaries as you need — family members, friends, or organizations.
Beneficiaries
Sarah Johnson
Spouse
Michael Johnson
Child
Emma Johnson
Child
Once beneficiaries are added, you can assign specific vault items to each person. Open any beneficiary and use the "Assign Vault Items" panel. You can give full access to an account or set a percentage allocation for shared assets.
Inheritance Assignment
Trusted Contacts are different from beneficiaries — they hold legal or professional roles in your estate plan. Go to "Trusted Contacts" and add your executor, healthcare proxy, power of attorney holder, trustee, or financial power of attorney. You can add their law firm or organization too.
Available roles
The Dead Man's Switch automatically alerts your beneficiaries if you stop checking in for a set period of time. Go to your Beneficiaries section and find the Dead Man's Switch panel. Toggle it on, set your check-in frequency (e.g. every 90 days), and configure the inactivity trigger window.
Dead Man's Switch
Automatically alerts beneficiaries on inactivity
Your estate plan is complete 🎉
Once you've created your documents, filled your vault, added beneficiaries, and set up trusted contacts — your estate plan is complete. We recommend reviewing it once a year or after any major life event.