Designating Your Beneficiaries
The heart of digital legacy planning is deciding who gets access to what. Beneficiaries in Trust Blocks are the people you trust most — family, close friends, or advisors — who you authorize to access your digital assets when the time comes. Each beneficiary can have different access levels and specific assets assigned to them, ensuring your digital life is distributed exactly as you intend.
What You Can Document
Beneficiary Identity
Full name, relationship (spouse, child, friend, advisor), and primary role in your digital legacy plan.
Contact Information
Email address, phone number, and backup contact methods so they can be reached when needed.
Access Permissions
Specify which accounts, files, financial information, or digital assets this beneficiary can access and manage.
Special Instructions
Notes on how to contact them, timing for disclosure, or special handling for sensitive information.
Trust Level
Mark whether they have full access, limited access, or need approval from another beneficiary.
Context & Reasoning
Your notes on why you chose this person for this role and what matters to you about their involvement.
How to Add a Beneficiary
Go to Digital Legacy > Beneficiaries
From your Trust Blocks dashboard, navigate to the Digital Legacy section and select Beneficiaries. You'll see any beneficiaries already added and a button to add new ones.
Click "Add Beneficiary"
Tap the add button to open the beneficiary creation form. This opens a guided flow to collect all the essential information about your chosen beneficiary.
Enter Their Basic Information
Fill in their full name, your relationship to them, their email, and phone number. This is how the app identifies them and can contact them when needed.
Assign Access Permissions
Check the boxes for which digital asset categories this beneficiary should have access to — accounts, files, financial info, device details, etc. You can be granular here. Some beneficiaries get full access; others might only access their assigned category.
Add Special Instructions (Optional)
Write any context they should know. For example: "Contact my accountant first before accessing financial accounts" or "My eldest daughter should be contacted before any decisions about my social media accounts."
Review & Save
Review all information one final time, then save. Your beneficiary is now registered in your digital legacy plan. Trust Blocks stores this information with end-to-end encryption so only you and authorized parties can access it.
Managing Your Beneficiaries
Why This Matters
Without a clear plan, your family faces chaos when something happens to you. They don't know your passwords. They can't access your financial accounts. They struggle to find your important documents. Worse, they might accidentally expose sensitive information trying to manage your digital life without guidance.
By designating beneficiaries in Trust Blocks, you're doing something profound: you're giving your loved ones clarity, access, and protection. You're saying, "I trust you with this." It removes guesswork and prevents conflict over who should handle what.
More importantly, you're protecting your privacy. By being specific about who gets access to what, you ensure sensitive information stays within the right circle. Not every family member needs to see every account. Trust Blocks lets you be that intentional about it.
Tips for Successful Beneficiary Planning
Choose People You've Actually Talked To
Don't just assume someone is willing to be a beneficiary. Have a conversation with them. Let them know you're making this plan and that they're important to it. This prevents awkwardness and ensures they're actually prepared for the responsibility.
Match Roles to Strengths
Assign financial accounts to someone with financial knowledge. Assign social media and digital memories to someone who understands how you want to be remembered. Different people have different skills — use that.
Use Special Instructions Generously
Don't be vague. Be specific about timing, priorities, and sensitive handling. "Contact my therapist's office first" or "My archives folder is precious to me" gives your beneficiaries real guidance, not just access.
Review Annually
Life changes. Relationships evolve. Some people become more trusted; others less so. Set a reminder to review your beneficiaries yearly and update as needed. Trust Blocks makes this easy.