Introducing Trustees: Trusted Others to Manage Your Legacy

Introducing Trustees: Trusted Others to Manage Your Legacy

In Heirloom, a user can create "Trustee" accounts to manage their Legacy Room in the future. These Trustees will be directed to the platform, and can take "custody" of that user's Heirloom account upon their death. This ensures that a User's Legacy Room can be managed into the future for all generations. 

The process where a User can CREATE a Trustee account is:
  1. A User will navigate into the "Trustee" section of their dashboard, located under "Settings".
  2. Click on the button titled "Add a Trustee".
  3. The User may be requested to update their own personal information, such as name and birthdate. 
  4. To create a new Trustee, the User will add the Name and Email information for that Trustee, so that a custom invitation code can be created for that Trustee.
  5. An email invitation will be sent to the Trustee, and also a QR code (downloadable PDF) will be created so that a Trustee can have a permanent access code for the invitation. This QR code in PDF format can be directly sent to the invited Trustee, and also can be downloaded and saved and printed.
  6. Once a Trustee "Accepts" the invitation, then they will be listed as an "active" Trustee for that User account.
  7. A User can enter the "Trustee" section of their dashboard, and see their list of Trustees and their status?
  8. A User can revoke an invitation, or cancel a Trustee account, at any time. 
  9. A User can create one OR MORE Trustee accounts. The limit is XXX.

The invitation process where a person can BECOME a Trustee is:
  1. A person will receive an invitation via email, or receive a QR code to become a Trustee.
  2. IF that person does NOT already have an account on Heirloom, they will be prompted to create an account.
  3. The invited Trustee can then login and "Accept" or "Decline" the invitation to become a Trustee for that User.
  4. Under the settings for "Trustee", a User can click on the section for "Custody" to see the invitations they have RECEIVED to become a Trustee, and the accounts for which they have ACCEPTED to become a Trustee.  
  5. A User can cancel their own Trustee status for another user's account at any time. 
  6. A Trustee can invite and designate a new Trustee?


Q:
  1. Can a Trustee, add future Trustees? Infinite survivability?
  2. Always Death? Versus incapacitance?
  3. Limit on number of Trustees?
  4. Invitation non-expire?
  5. Invited Trustee, vs Declined Trustee, vs Active Trustee, vs Cancelled Trustee.
  6. QR code as downloadable and shareable PDF?