The people around your estate
Add beneficiaries, executors and asset managers, keep their details current, and chase invitations.
Stakeholders are the people your estate involves. Each role does something different:
- Beneficiary: inherits what you allocate to them
- Executor: acts on your estate when something happens to you
- Guardian: looks after a minor beneficiary until they come of age
- Asset manager: helps you maintain the vault while you are still here, and inherits nothing
Adding a beneficiary
Open Stakeholders and click Add Stakeholder.
Choose Beneficiary, then enter their name, email, relationship, date of birth, mobile number and address. All of these are required.
Look at the Invitation & Reminders box. It starts on Don't Send, which means no invitation goes out. To invite them, click Configure, choose Send Once and click Save Configuration.
Click Add Stakeholder. If you chose to send an invitation, the row shows as invited until they accept.
A beneficiary you add with Don't Send cannot access your family on BlockWill until you send them an invitation.
Adding an executor
Choose Executor and fill in the same details. For executors the invitation starts on Send Once, so the email goes out when you click Add Stakeholder.
An executor is the person who acts when your inactivity timer runs out or when they need to report that something has happened to you. Their details are worth getting right: if their email bounces at the moment it matters, the handover stalls.
Executors are first-to-act, not a committee. Any one of them can confirm or trigger a transition without agreement from the others.
Editing someone
Open the person from the stakeholder list with View Details, then use More Options and Edit on their detail page. In the form you can change their relationship, address and other details, then click Save Changes.
Changing the Mobile Number here does not save. You see "Stakeholder updated", but the old number stays. Other changes, like the relationship, do save.
Chasing an invitation
If someone never accepted, open their detail page and choose Resend Invite from the same More Options menu. In the Send Reminder box, pick Send Once for a single email or Scheduled Reminders for repeats, then click Send Reminder. Before you do, check the obvious causes: the invitation went to a mistyped address, it landed in spam, or it expired.
Giving an asset manager access to a vault
An asset manager can only see the vaults you explicitly grant, and each grant is tied to a vault key.
Unlock the vault and click Manage.
In the Asset manager access section, pick the person and click Grant access.
In Add Asset Manager to Vault, choose which key their access uses, then click Grant Access again. A vault with one key shows that key and Add a new key.
To take it away again, click Revoke next to their name, then Revoke All Access. Their access ends immediately.
An asset manager can read and maintain everything in a vault you grant them. Grant the narrowest access that lets them do the job.