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Heir Conditions: Release Timing

Control when heirs receive your legacy

Heir conditions let you control exactly when your designated heirs receive access to your tree. Immediate upon passing? After certain time? On specific date? Flexible timing ensures legacy transfers at the right moment for each heir.

๐Ÿ“‹ How It Works

1

Set Transfer Conditions

Heir settings โ†’ Conditions โ†’ Choose: Immediate, Time delay (days/months/years), Specific date, or Manual trigger by moderator.

2

Multiple Condition Types

Can combine conditions. Example: "6 months after passing OR when heir turns 18, whichever is later." Complex logic supported.

3

Verification Process

System verifies conditions met before releasing access. Moderators can manually trigger if conditions ambiguous. Safety checks prevent premature access.

4

Staged Release

Different branches can have different conditions. Some immediate, others delayed. Graduated access based on heir maturity or circumstances.

๐Ÿ’ก Use Cases

  • โ€ขDelaying access until young children reach adulthood
  • โ€ขTime for grieving before overwhelming with memories
  • โ€ขCoordinating with will reading or estate distribution
  • โ€ขReleasing sensitive information only after certain events
  • โ€ขStaggered access as children reach milestone ages (18, 21, 25)
  • โ€ขWaiting for legal/financial matters to settle

โœจ Pro Tips

  • โ†’Consider heir's emotional readiness, not just legal age
  • โ†’Build in flexibility with moderator override option
  • โ†’Communicate conditions to heirs in advance if possible
  • โ†’Different heirs can have different conditions (individualized timing)
  • โ†’Test verification process while alive to ensure it works
  • โ†’Write letter explaining why you chose certain delays

โ“ Frequently Asked Questions

What if the specified date passes but I'm still alive?

Date conditions only activate after your passing is confirmed. If alive past that date, heir still waits. Conditions are AND, not OR.

Can heirs override conditions early?

No. Only moderators can override with documented justification. Protects your wishes from impatient heirs.

How is "passing" verified?

Multiple methods: Death certificate upload, extended inactivity + verification, moderator certification, heir attestation with corroboration.

What happens if moderator becomes unavailable?

Backup moderators can step in. If all moderators unavailable, support team can verify with legal documentation.

Can I change conditions after setting them?

Yes, anytime while alive. Update as circumstances or heirs change. Can't change after passing (obviously).

๐Ÿ“š Related Guides

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