👩🏾❤️👨🏾
Mr & Ms Smith: Family Office Trustees
“Custody of funds to ensure wealth for future generations.”
Role: Parents managing a multisig inheritance plan with non-technical heirs. 2 people + 1 kid – Family setup looking for option, maybe using different HDW wallet brands/models. Create new multisig on a sunday morning.
Demographics:
- Age: 40–60 | OS: macOS | Tools: 1Password, Google Workspace.
- Setup: 2 PCs + 3 hardware wallets (mixed brands).
Problem: Ensuring heirs recover funds without technical skills.
Pains:
- Fear of irreversible errors during setup.
- No dead man’s switch for inheritance.
Goals:
- Simplified recovery; activity alerts for suspicious withdrawals.
Key Features Used:
- Social Recovery Templates: Pre-written instructions + QR codes for heirs.
- Activity Alerts: Notify trustees if a beneficiary attempts a withdrawal.
- Video Guides: In-app tutorials for vault recovery steps.
Benefits:
- Pre-written instructions + QR codes for heirs.
Trigger: Estate planning for children.
Barriers: Coordinating lawyers/beneficiaries.
Scenarios:
Setting a 2-of-3 vault with a lawyer’s key.Mr & Ms Smith: Family Office Trustees
Quote: “Custody of funds to ensure wealth for future generations.”
Role: Parents managing a multisig inheritance plan with non-technical heirs. 2 people + 1 kid – Family setup looking for option, maybe using different HDW wallet brands/models. Create new multisig on a sunday morning.
Demographics:
- Age: 40–60 | OS: macOS | Tools: 1Password, Google Workspace.
- Setup: 2 PCs + 3 hardware wallets (mixed brands).
Problem: Ensuring heirs recover funds without technical skills.
Pains:
- Fear of irreversible errors during setup.
- No dead man’s switch for inheritance.
Goals:
- Simplified recovery; activity alerts for suspicious withdrawals.
Key Features Used:
- Social Recovery Templates: Pre-written instructions + QR codes for heirs.
- Activity Alerts: Notify trustees if a beneficiary attempts a withdrawal.
- Video Guides: In-app tutorials for vault recovery steps.
Benefits:
- Pre-written instructions + QR codes for heirs.
Trigger: Estate planning for children.
Barriers: Coordinating lawyers/beneficiaries.
Scenarios:
Setting a 2-of-3 vault with a lawyer’s key.
Simulating inheritance recovery with a USB stick.