Follow these steps to set up Inheritance for your 5-Key or 6-Key Vault.
Vault Owner Setup
- Access Casa App: Once your 5-Key Vaults are set up, open the Casa app on your mobile device to initiate your inheritance plan.
- Navigate to Inheritance Tab: Within the Casa app interface, tap on the "Inheritance" tab to proceed.
- Initiate Setup: Under the "Setup" tab within the Inheritance section, tap "Get Started" to kickstart the process.
- Review How it Works: Take a moment to scroll through and understand the provided steps detailing the Inheritance process.
- Continue: Once you're ready, tap "Continue" to move forward.
- Add Recipient Email: Enter the email address of your chosen recipient and confirm it for accuracy.
- Review Details: Double-check all information and terms of service by tapping on "Review Details."
- Send Invitation: After confirming, click "Send Invite" to dispatch the email invitation to your recipient.
- Share the key: Give your recipient a copy of the Hardware key and seed phrase so that they are able to add to their Recipient Setup. See this article on key sharing best practices that can guide you in this step.
Recipient Setup
- Recipient Actions: Your Recipient will receive an email invitation, prompting them to download the Casa app and proceed with setup.
- Open Casa App: On their device, they should open the Casa app and navigate to the "Inheritance" tab.
- Initiate Setup: Tap "Setup" on the Inheritance management screen to begin.
- Add Key to Vault: Within the "Vault" screen, select "Add Key."
- Scan QR Code: Using the app's scanning feature, scan the QR code provided.
- Success Confirmation: Upon successful scanning, they'll receive a confirmation of success, indicating they now have access to a copy of your Casa Mobile Key. Setup is now complete!
For any further assistance reach out to help@team.casa for guidance.