Step 1
Create your private vault
Users add notes, PDFs, scans, recovery instructions, and other files that stay protected until release.
Workflow
A serious product works best when every step is easy to follow.
Step 2
Choose who matters most
Up to five separate beneficiaries can receive isolated releases. Up to three legal contacts can receive separate formal packets. Trusted contacts can be contacted before verifier review. Up to five verifiers form the human check, and two confirmations are required before any sensitive delivery begins.
Step 3
Set your check-in and release timing
Users select a 30- or 60-day cadence, choose any review delay, and can assign item-level release windows so some materials open immediately while others wait 7, 30, or 90 days.
Step 4
Review the recovery structure
Users can print a recovery pack and create an encrypted owner backup export showing recipients, legal contacts, verifiers, release rules, and audit integrity before relying on live coverage.
Step 5
Run a full test first
Users can simulate the full path with their own inbox before trusting the live setup.
Step 6
Activate only when you are satisfied
Confidence comes before payment. Users know exactly what they are activating.
Step 7
Release with guardrails in place
If reminders fail and two verifiers confirm, isolated beneficiary release and any separate legal packet delivery can proceed with an audit trail. Configured review delays are enforced before release pages open.
Normal Use
Most accounts follow a simple routine.
- User creates vault items and designates contacts
- User prints or reviews the recovery pack offline and can keep an encrypted backup export
- User runs a rehearsal and reviews the emails
- User activates the plan
- User checks in on the selected schedule
- No verifier or beneficiary notices are sent while check-ins stay current
If A Check-In Is Missed
DMS starts with reminders, not release.
- Initial due date passes
- Reminder sequence begins
- Up to four weekly reminder notices can be sent
- Trusted contacts can receive the softer first-contact step
- Only after continued silence do verifiers receive a request
- Two verifiers must confirm before beneficiary delivery can begin
- Beneficiaries and legal contacts receive separate packets and can acknowledge receipt
Test Mode
See the exact workflow before you rely on it.
DMS lets the user receive simulated verifier and beneficiary notices themselves, using the real names and links, so there is no mystery about what the workflow does.
Recovery Pack
Offline review is part of the product.
The recovery pack and encrypted backup export help users verify and preserve the structure around the vault before trusting it with real-world consequences.
Verifiers
Verifiers add human judgment before release.
Verifiers are chosen by the user. DMS makes the role clear, confirms that they accept it, and does not present their response as a formal legal determination.
Beneficiary Experience
Release arrives with structure and context.
Each beneficiary receives clear communication, supporting instructions, a printable packet, acknowledgment options, and a secure path to view or decrypt only what the user intended to leave to that person.
Legal Packet
Lawyers and notaries can receive their own packet.
Formal documents, document indexes, and legal-facing notes can be routed to separate legal contacts so beneficiaries do not see the same handoff.
Important Boundaries
DMS is powerful, but it is not everything.
- DMS does not verify death as a legal fact
- DMS does not replace a will or legal advice
- DMS does not guarantee email delivery or verifier judgment
- DMS does not eliminate the need for careful planning
Best Practice
Use DMS alongside proper legal and family planning.
The platform is strongest when used alongside formal estate documents, clear offline recovery planning, and well-chosen verifiers who understand why they were selected.