Give your beneficiary a full view of your accounts and assets
When the time comes, your beneficiary will receive access to a full accounting of all of the financial accounts, assets, and property you’ve added to your Kubera account. This means they’ll have a full view of your estate—only when necessary.
Transfer important documents and other essentials
You can store all of your financial and estate planning documents, and other critical files. Make sure your beneficiary receives all of the access and information they need.
Secure, automated transfer
Never worry if your family will receive access to your financial data and accounts. With Kubera, configure an automated “Life Beat” workflow to provide access only after an extended periods of inactivity. Before giving access, you’ll receive multiple prompts to which you can respond with just a click to reset the timer.
Create a fall-back Plan
In addition to your primary beneficiary, you can set a contingent beneficiary (or “Trusted Angel”) who will receive access only in the event that your main beneficiary isn’t able to access your account data.
