Asset managers
Letting someone help you maintain the vault, and taking that access back.
An asset manager is someone you trust to help keep the estate current: an accountant, a financial advisor, a family member who is better at admin than you are. They can open the vault and work on your assets. They cannot change who inherits, and they cannot act on the handover.
Unlike an executor or a beneficiary, an asset manager is useful while you are very much alive.
Adding one
Same form as any other stakeholder, with Asset Manager as the role. A mobile number is required for this role specifically, so have it to hand.
When you save, BlockWill asks whether to grant vault access straight away. Skipping is fine: the invitation still goes out, and you can grant access later once they have accepted.
Granting access to the vault
This is the part that is different, and the part people get wrong.
Giving someone access is not a permission flag. You do it from the vault's Manage page: in the Asset manager access section, pick the manager and click Grant access. The Add Asset Manager to Vault dialog asks you to select a key: one of your own keys, or Add a new key. Create a new BlockWill Secret key for the manager, so you never share your own passphrase.
The vault is encrypted, so BlockWill has to hand the manager their own wrapped copy of the vault key, and that can only happen while you have the vault open. If the vault is locked, there is nothing to copy.
From the manager's side it looks like an ordinary vault. They unlock with their own key, never with your passphrase, and every change they make lands in the asset's activity trail with their name on it.
A manager's key is theirs alone. You never share your BlockWill Secret with them, and they never learn it.
Accepting the invitation
The manager needs a BlockWill account on the same email the invitation went to. If they have not finished onboarding, they get a shortened version (name, KYC, phone) after accepting.
Accepting does not give them the vault. Their dashboard says Vault Locked with "No access available" and a Send reminder to asset owner button until you grant access.
Assigning an asset to a person directly
You do not have to route everything through your will. An asset can be pointed straight at a beneficiary from the asset's own Beneficiaries tab.
Useful for a single item that does not need the full will treatment. In the Direct Legacy Vault Assignment box, tick the beneficiary, then click Assign & Sync to Legacy Vaults. That writes the assignment through to the beneficiary's Legacy Vault so it is waiting for them when the time comes. The beneficiary's Legacy Vault must exist first, and your Secure Vault must be unlocked to create it.
Taking access back
The Asset manager access section of Manage lists everyone who can open it. Revoking is immediate and the dialog says the asset manager will no longer be able to unlock the vault, and you confirm with Revoke All Access.
From their side the dashboard says Vault Locked with "No access available. Please contact the asset owner." and SecureVault leaves the sidebar. They keep their BlockWill account and any other estate they help with.
Revoking removes their access to new work, but anything they already downloaded is theirs and always was. Access control is not recall.