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Protocol

When should access be granted?

This is a static example, not a live monitor. Smart Release isn't running for this demo account, and nothing below is currently counting down toward a release.

Inactivity Period

You choose 7, 30, 60, or 90 days.

Grace Period

Fixed at 14 days. You can cancel.

Access Granted

Vault and Legacy shared, read-only.

Inactivity Period

If you don't check in within this period, your grace period starts.

60 days (recommended)

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Grace Period

Fixed at 14 days and not user-configurable. You can cancel anytime before it ends by checking in.

Release Rules (example)

  • Marcus Ruiz

    Family

    Full access to the Vault

  • Sofia Ruiz

    Family

    Limited to: Financial Accounts, Property

  • David Chen

    Advisor

    Limited to: Documents

  • Priya Patel

    Executor

    Full access to the Vault

Legacy messages are shared with whichever recipients are assigned on each message. Vault and Legacy items marked "Excluded from release" are never shared.

Activity Log (example)

Example only — this is what your audit trail will look like. Nothing has been shared, and nothing here is live.

  • Checked in.

    4 days ago

  • Inactivity period updated to 60 days.

    3 weeks ago

  • Checked in.

    last month

  • Added David Chen to Circle with manual-unlock access.

    2 months ago

  • Protocol configured — 60-day inactivity period, 14-day grace period.

    3 months ago

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