To start the process, send the following information to our Customer Success team:
- Name of beneficiary
- Email address of beneficiary
- Phone number of beneficiary
- Relationship to Coinbits account owner
- Allocation percentage. In most cases, this is 100%.
If you add a beneficiary, keep a couple of things in mind:
- Adding a beneficiary to your Coinbits account alone will not avoid a probate process.
- We cannot provide guidance on how to structure a trust or estate.