Solutions
Where does your institution sit?
GuardKin reaches a family through its advisor, so the buyer is always a firm. Two kinds of firm have their own pages.
Two kinds of institution
A fiduciary institution
Private banks and trust companies
Two of the sign-offs in a handover are your people’s, and your committees will ask who can read what. Start here for both, with the evidence your review can use.
A GuardKin has been released to you
You’ve been named Sarah Chen’s executor.
Sarah Chen trusted you with this. Sarah Chen’s GuardKin has been released to you because a death was verified and the waiting period has passed. Nothing has been opened yet — that is your decision to make next.
What this means
An executor steps in after a death to settle the estate. The records released to you are the ones that were marked for an executor — not necessarily everything.
- Your role
- Executor
- Opened so far
- Nothing
The next step is to formally accept this role. You’ll be asked to write, in your own words, that you accept it. This is a one-time decision and it is recorded — both for Sarah Chen and for anyone who later reviews how the estate was handled.
A small team, a few families
Family offices
You keep the map of a family across many people and papers. Start here for what each person records, what the office asks, and the limit a small office has to plan around.
Your estate
Beneficiaries
3 of 7 accounts have no heir answer recorded
- Named beneficiary
- 2
- Jointly owned
- 1
- TOD / POD
- 1
- Unassigned
- 3
- Worth checking
Who inherits each account, unassigned first Account Who inherits How Status Coinbase — self-custody wallet — not set Unassigned No answer Fidelity 401(k) — Studio Pottery LLC — not set Unassigned No answer Wells Fargo — checking — not set Unassigned No answer Fidelity Roth IRA Marcus Chen Named beneficiary Recorded Wells Fargo — high-yield savings Marcus Chen Named beneficiary Recorded Oakland home Marcus Chen Joint owner Recorded Vanguard — taxable brokerage — TOD / POD Recorded Computed on your device — GuardKin never sees your records.
Sample household. Names and figures come from the app’s own demo vault, not a real client.
Somewhere else
Not an institution?
You run a wealth-management firm.
What your advisors and their clients would use, what it costs, and how your security team can review it.
How firms use itYou are an advisor.
What you see of a client’s record, what you do not, and your part in a handover.
For advisorsYou want to prepare your own family.
Your advisor invites you. If yours does not offer GuardKin yet, tell us about your situation.
Preparing a familyYou want to see the product first.
Every screen on the example household, and the steps after a death.
The platform
If someone has died and they had a GuardKin account, you can report a death. You do not need an account of your own.
Not sure which one you are?
Tell us what your firm does and we will say which page fits.