🧑💼
Robert: Insurance Trust Administrator
“Our multisig is an extension of our managed wealth.”
Role: Executor enforcing insurance-mandated claims for Insurance trusts.
Demographics:
- Age: 35–60 | OS: Windows | Tools: Encrypted email, Clio.
Problem: Tracking UTXOs tied to legal obligations.
Pains:
- Coordination delays among lawyers/beneficiaries.
- Missed court deadlines.
Goals:
- Programmatic compliance (e.g., “Estate Taxes” label restrictions).
Key Features Used:
- Approval Workflow Chains: Require 3-of-5 signatures, including board members.
- Transparent Activity Log: Share read-only vault history via public link.
- QuickBooks Sync: Auto-export transactions to accounting software.
Benefits:
- Audit-ready chat logs; predefined spending rules.
Trigger: Probate court requirements.
Barriers: Syncing with legacy legal software.
Scenarios:
Blocking “Beneficiary” UTXOs until court approval.
Approving a payout labeled “Inheritance Distribution” via chat.