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
One beneficiary receives the release. Three verifiers form the human check before any sensitive delivery begins.
Step 3
Set your check-in rhythm
Users select a 30- or 60-day cadence depending on how often they want the system to require a sign of life.
Step 4
Run a full test first
Users can simulate the full path with their own inbox before trusting the live setup.
Step 5
Activate only when you are satisfied
Confidence comes before payment. Users know exactly what they are activating.
Step 6
Release with guardrails in place
If reminders fail and two verifiers confirm, the beneficiary release workflow can proceed with an audit trail.
Normal Use
Most accounts follow a simple routine.
- User creates vault items and designates contacts
- 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
- Only after continued silence do verifiers receive a request
- Two verifiers must confirm before beneficiary delivery can begin
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.
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.
The beneficiary receives clear communication, supporting instructions, and a secure path to view or decrypt what the user intended to leave behind.
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.