Heirs

Estate → Heirs is the register of the people and institutions your collection should reach: heirs, executors, advisors, trustees. Designating someone here gives them nothing now unless you say so; it records who they are and under what condition their access opens.

Adding an heirCopy Anchor Link

Add heir asks for:

• Who — a person (name, email, relationship: spouse, daughter, son, attorney, friend…) or an organisation (a museum, a charity, an institution — the counterparty for a donation in the plan).
• Role — Heir · Executor · Advisor · Trustee. One person can hold more than one.
• Access — None (a designation only), Read-only, now (they can see the collection today), or After death (opens through the heir access request). Allow this heir to edit assets after access is granted turns read-only into editable.
• Notes — anything the executor should know.

The heirs table shows each person's relationship, role, access and when it opens; filter it like any list.

Designated is not verifiedCopy Anchor Link

An heir you add is designated. Their email is on file; they may not even know yet. Once they have a Storehouses login and have accepted, they are verified — the plan can then rely on them, and encrypted accounts can share a key with them. The Heirs tab shows which state each person is in and lets you resend the designation.

EncryptionCopy Anchor Link

If your account is encrypted, an heir who is granted access must have their own Storehouses login with encryption set up; your device seals a copy of the account key to them when access opens. Nothing readable is ever stored for an heir who has not been granted access. See Encryption.

Where heirs appearCopy Anchor Link

In the plan as allocation and transfer targets; in the readiness score's Heirs component; and — only once their access has opened — in Account → Access as people with a login. Day-to-day collaborators (an assistant, a household manager) are invited, not designated: see People and roles.