A Heartbeat Monitoring subscription is needed in order to manage beneficiaries.
Managing beneficiaries is simple and can be updated anytime from your account dashboard.
Adding Beneficiaries
- Navigate: Go to Beneficiaries section in your dashboard
- Add Details: Enter name, email, and relationship
- Save: Your beneficiary is now in the system
Access Control
- Grant access to specific documents - or all files
- Set different access for different beneficiaries
Managing Beneficiaries
- Update Information: Change contact details anytime
- Add or Remove: 1,000 beneficiaries max
- Modify Access: Adjust what each person can see
Keep Updated
Review your beneficiary list regularly. Life changes like marriages, divorces, births,
and deaths may require updates to your beneficiary designations.