From Setup to Security in Minutes

A simple process ensures your family receives the information they need, when they need it, without compromising your privacy today.

How It Works

You set up your vault once. SafeHerit handles the rest.

Setup

Create Your Vault

Generate your private encryption key. Only you hold it.

Add Beneficiaries

Define who will receive information and record messages for each.

Add Validators

Choose trusted people who can confirm your status. (Optional)

Set Up Verification

Set how often SafeHerit checks on you.

Ongoing

Record Your Assets

Generate your private encryption key. Only you hold it.

The Pulse Check

You confirm you are active. SafeHerit waits.

Information Released

When the time comes, each beneficiary receives their assigned information.

1

Create Your Account

Generate and Register Your Key

Start by creating your account with your email address. During setup, SafeHerit generates a unique private encryption key on your device. This key is yours alone. It never leaves your device, and we never see it.

You will download this key as a secure file. Store it somewhere safe, such as a password manager or a secure backup location. You will need it each time you access your vault.

Why This Matters

Your private key is what makes SafeHerit different. Everything you store is encrypted using your key before it reaches our servers. Without your key, your data is unreadable, even to us.

This is referred to as zero-knowledge encryption: your privacy is protected by mathematics, not promises. Learn more about our security architecture.

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2

Add Beneficiaries

Define Who Receives Your Information

A beneficiary is anyone you want to receive information about your assets: a spouse, a child, a business partner, a trusted friend. You decide who they are and what they will receive.

For each beneficiary, you provide their name and contact information. SafeHerit generates a unique private key for each one, which you download and share with them directly. This key allows them to decrypt only the information you assign to them.

Personal Video Messages

Beyond asset information, you can record a personal video farewell message for each beneficiary. These videos are encrypted and delivered alongside their assigned information when the time comes.

You hold the keys. SafeHerit does not store beneficiary private keys. It is your responsibility to share each key with the appropriate person.

3

Add Validators

Optional

An Additional Layer of Verification

Validators are trusted individuals who can confirm your status if SafeHerit is unable to reach you. They have no access to any information about your assets or beneficiaries. Their sole role is to answer one question: is the account holder still active?

You might choose a close friend, a family member who is not a beneficiary, a colleague, or a professional contact. The choice is yours.

How Validators Are Used

If you do not respond to SafeHerit’s check-ins, the escalation process begins by contacting your validators. This adds a human verification layer before any information is released.

No access to your data

Cannot see assets or beneficiary information

You control who and how many

Add one, several, or none at all

4

Set Up Verification

How SafeHerit Checks On You

SafeHerit uses a system called Pulse Check to periodically verify that you are still active. You choose how often these check-ins occur: monthly, bi-monthly (every 60 days), quarterly, or a custom interval.

When a Pulse Check is triggered, SafeHerit contacts you by email. If you have registered a phone number, SMS is used as an additional channel. You simply confirm that you are active. If you respond, nothing happens. Your vault remains locked, and your information stays private.

What Happens If You Do Not Respond

If you miss a check-in, SafeHerit follows a defined escalation process. This includes additional contact attempts and, if you have added validators, reaching out to them for confirmation. Only after all verification steps are completed does the release process begin.

You can update your Pulse Check frequency at any time.

5

Record Your Assets

Document What Matters

With your beneficiaries in place, you can now record the information each one needs to know. SafeHerit is designed to store information about your assets, not the assets themselves. This includes account details, locations, access instructions, and anything else your beneficiaries would need to locate and manage what you leave behind.

For each asset, you assign one or more beneficiaries. When the time comes, each person receives only the information you have specifically assigned to them.

What You Can Record

SafeHerit supports a wide range of asset types: bank and investment accounts, real estate, insurance policies, business interests, cryptocurrency holdings, digital accounts, physical valuables, and more. You can add as many assets as you need and update them at any time.

Every asset you record is encrypted using your private key before it leaves your device. SafeHerit cannot read your asset information.

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6

The Pulse Check

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Confirm You Are Active

Once your vault is set up, SafeHerit periodically reaches out to confirm you are still active. At the interval you selected, you receive a Pulse Check: a message asking you to confirm your status.

Responding takes seconds. A single click or tap confirms you are active, and SafeHerit resets the timer until your next check-in. Your vault remains locked, and nothing changes.

If You Do Not Respond

Life happens. If you miss a check-in, SafeHerit does not immediately release your information. Instead, it follows the escalation process: additional contact attempts through your registered channels, and if you have added validators, outreach to them for confirmation. Only after all steps are completed does the release process begin.

Low friction

Responding takes just a few seconds

Multiple safeguards

Retries and validator confirmation before release

Adjustable anytime

Change your check-in frequency whenever needed

7

When the Time Comes

A Careful Process

If you do not respond to a Pulse Check and the escalation process confirms you are no longer active, SafeHerit begins the release. Your beneficiaries receive only what you assigned to them, protected until the moment they need it.

1

Beneficiaries are notified

Each beneficiary receives a notification informing them that information has been prepared for them.

2

They use their key

Using the private key you shared with them, each beneficiary decrypts only the assets you assigned to them.

3

Information is revealed

They see the asset details, access instructions, and any personal video message you recorded.

No searching through paperwork. No guessing where to look. No critical information lost forever. The people you care about receive exactly what they need to move forward, because you took the time to prepare it for them.

Protect What Matters Most

Setup takes under 10 minutes. Your family’s peace of mind lasts a lifetime.