Before you start
Decide what should be visible in normal workspace views and what must stay protected. Sensitive access details belong in encrypted/private areas, not ordinary notes or shared exports.
Detailed steps
Open Legacy Plan > Delivery Protocol
Start from the screen named in the step and confirm the portfolio in the top bar before you change anything. If the wrong portfolio is selected, switch portfolios first.
Set inactivity timing, owner check-ins and travel mode behavior
Set this based on the real constraint behind the record: currency, ownership, liquidity, date, access or review cadence. Do not change a setting only to force a nicer dashboard total.
Add the required trusted contacts and recovery setup before activation
Enter the values exactly as they appear in your source material. Include enough detail that you or an advisor can later understand what the record is and why the value is credible.
Use QA cadence only in development or admin-approved testing
Use the option named in the step only when it matches your source. If the source is weaker than the label suggests, record the uncertainty instead of making the value look more precise.
Field guide
Who can see the record in normal use.
Keep private operational details out of standard fields.How the information can be understood later.
Document non-secret context clearly.Sensitive details encrypted behind private controls.
Never store raw secrets in regular notes.What a trusted person may receive.
Match the role and relationship deliberately.Decision rules
What it adds
- Creates a structured recovery path for critical information.
- Separates owner check-ins from beneficiary release.
- Reduces reliance on informal instructions.
What it does not do
- Legacy Delivery is not a will, trust or probate process.
- Release depends on correct contact data and recovery configuration.
- Capitelist cannot bypass missing recovery material.
Common mistakes
What to check
- Tell trusted people what Capitelist is before they need it.
- Keep phone and email details current.
- Test the recovery process after setup changes.
Entering a clean-looking value without recording where it came from.
Ignoring currency, ownership percentage or valuation date because the total appears reasonable.
Using ordinary notes for private access information.
Assuming Legacy Delivery Protocol produces advice, verification or execution beyond the workflow described here.
After you save
- Return to Net Worth and confirm totals changed as expected.
- Open Capital Review to see whether the record created, resolved or changed any review item.
- Check whether the record should affect Forecast, Investment Plan, exports or share links.
- Revisit this security guide when source evidence changes.