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How to Add or Remove Nominees

Updated over 3 months ago

Adding nominees is one of the most important steps in Crux. Nominees receive an email invitation and must accept it to be connected to your account. You can remove a nominee at any time. They will only access your information after activation, not before.

How to Add a Nominee

  1. Go and click to Add Nominees in the Dashboard;

  2. Enter their full name;

  3. Select relationship type (spouse, partner, son, daughter, friend, etc.);

  4. Enter their email and confirm;

  5. Your nominee will receive an email invitation with the option to Accept or Decline;

  6. Follow up with them if they do not accept promptly (emails may land in spam).

πŸ’‘ Important: Your nominee cannot see any files or personal information until emergency access is triggered.

How to Remove a Nominee

  1. Go to My Nominees from your dashboard.

  2. You will see your list of nominees on the right side of the screen.

  3. Find the nominee you want to remove.

  4. Click the X (close icon) next to their name or details.

  5. A confirmation window will appear; enter your account password to confirm the removal;

  6. Once confirmed, the nominee will be removed and will no longer receive your legacy information when the time comes.

Important Notes

  • Removing a nominee revokes any future access they would have received.

  • They will no longer appear in your nominee list.

  • You can add them again at any time in the future if needed.

Troubleshooting

  • Invite not received: Ask your nominee to check spam or resend the invitation.

  • Entered the wrong email: Remove the nominee and add them again using the correct address

  • Nominee declined: You can re-invite them or choose someone else.

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