Heir access
How a designated heir actually gets in: the request, the waiting period, the owner's say, and what they can see.
An heir designated with access After death does not have access today. When the time comes, they ask for it, and the request is designed so that a living owner always has the last word.
For the heir
Sign in — or create your login from the designation
If the owner designated you, you have an email saying so. Create your Storehouses login from it (or sign in if you have one). Your login is yours; it is not the owner's account.
Request access
From Heir access → Request, choose the account and submit the request with a short description of the circumstances.
The waiting period
A 30-day waiting period begins and the owner is notified by every channel they have. If the owner declines, or simply signs in and withdraws it, the request ends. If the period passes without objection, access opens.
Access
The account appears under Shared account in your app, read-only unless the owner allowed editing. If the account is encrypted, unlock your own encrypted data first — the owner's key was sealed to yours when the designation was made.
For the owner
- Every request appears as an alert and in Estate → Heirs, with Approve (opens access now, skipping the wait) and Deny.
- An heir with Read-only, now needs no request; they already see the collection.
- Revoking an heir's access is immediate; for an encrypted account it also destroys their copy of the key.
- The request, the approval or the lapse, and every view by the heir are in the audit trail.
What an heir sees
Everything in the account at the visibility the owner set: the assets and their records, documents, the plan's allocation and instructions, and the Portfolio figures if values were not withheld. They cannot invite people, change the plan, or delete anything unless editing was allowed.
Executors and trustees are designated the same way and request access the same way. The role changes what the plan says they are responsible for, not how they get in.