Legacy Transfer: Immediate Handoff
Transfer your tree before passing
Legacy transfer lets you hand off your tree to heirs while you're still alive. Bypass estate complications, teach them to be steward, transition gradually. You can maintain access or fully transfer. Ultimate legacy planning control.
📋 How It Works
Initiate Transfer
Settings → Legacy → Transfer Now → Choose heir. Select full transfer (you lose ownership) or co-ownership (both admin).
Heir Accepts
Heir receives invitation to accept tree ownership. They review responsibilities and accept. Can decline if not ready.
Transition Period
Recommended: Start with co-ownership. Both admin rights. Train heir on tree management. Gradually reduce your involvement.
Complete Handoff
When ready, transfer full ownership. You can maintain viewing access or exit completely. Heir is now sole owner.
💡 Use Cases
- •Advanced age and wanting to ensure legacy security
- •Terminal illness - arranging affairs while capable
- •Moving to assisted living - simplifying responsibilities
- •Teaching next generation about stewardship while you can guide
- •Tax/estate planning - asset transfer before death
- •Preventing account access issues after passing
✨ Pro Tips
- →Start with co-ownership, not full transfer - easier to reverse
- →Transfer when you're healthy enough to train heir properly
- →Document your organizational system for heir
- →Consider transferring in stages (branch by branch)
- →Maintain viewing access even after ownership transfer
- →Have "transfer celebration" with heir - meaningful moment
❓ Frequently Asked Questions
Can I reverse a transfer?
Co-ownership can be adjusted. Full transfer is permanent - heir must transfer back if they agree. Choose carefully.
What if heir mismanages the tree after transfer?
That's their right as owner. Export everything before transferring if worried. Can't reclaim after full transfer.
Does transfer affect subscription billing?
Yes. Heir must have paid subscription to accept tree (or upgrade). Transfer doesn't include your subscription.
Can I transfer to someone outside my family?
Yes. Can transfer to anyone - friend, institution, archive. Recipient becomes full owner regardless of family relationship.
What's difference between transfer and heir designation?
Transfer happens now (immediate), heir designation happens after passing (future). Transfer is proactive, heir is reactive.
📚 Related Guides
Try Legacy Transfer: Immediate Handoff
Sign up for Firefly Grove and start preserving your family memories today.