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Preparations before starting

Last updated on Aug 23, 2024

What are preparations before creating an Inheritance plan?

To help you go smoothly through the process of creating a protection plan, there are actions and questions you can prepare yourself:

  1. Watch the video tutorials about creating a protection plan: videos

  2. Answer the following questions:

  1. If relevant, timely purchase the needed amount of SafeKey Pros devices.

What do I need to have available when I create a protection plan?

Before creating your protection plan, make sure you have these three things readily available:

  • PC and internet connection. Ensure your device is up-to-date and protected.

  • Login credentials of your Inheriti account. If you don’t have one yet, you need your Name and Email to create an Inheriti account.

  • Sufficient SafeKey Pro devices to store the shares of your shareholders and / or the downloaded the SafeKey Mobile app on your mobile device for the storage of your share.

Make sure your are eligible to use the Inheriti Service.

What are the steps in creating a protection plan?

For an overview of the steps of creating a protection plan go to: Steps in creating an Inheriti plan.