Security

Record self-custodied crypto value while keeping wallet access details, recovery instructions and private context protected.

Track private physical assets whose existence or access details should not be exposed through normal portfolio views.

Use Held Away for private assets whose values may belong in net worth while access details must remain protected.

Configure the inactivity-based process that helps trusted people recover essential information if the owner cannot respond.

Manage beneficiaries, continuity guardians and other trusted roles used by Legacy Delivery.

Choose the person who receives your Legacy Delivery package and the backup person who can help if the beneficiary does not respond.

Turn on delayed check-ins after you have a beneficiary, a Continuity Guardian and a clear release path.

Write plain-language guidance for trusted people while keeping actual secrets inside protected storage.

Store supporting documents for legacy, insurance and portfolio review with category and access context.

Safebox groups protected private-vault records for Held Away and Legacy use cases.

Recovery Key and private unlock protect Held Away, Safebox and Legacy-sensitive data.

Create your Recovery Key and store it outside Capitelist so protected Held Away, Safebox and Legacy data remain recoverable.

Use user management to invite collaborators while keeping sensitive owner-only boundaries intact.

Track art, watches, jewellery, cameras or other private valuables with appropriate privacy controls.

Record bullion, coins or allocated metals while separating value tracking from storage instructions.

Set the inactivity window used by Legacy Delivery before trusted-contact actions become relevant.

Create a beneficiary contact for Legacy Delivery with appropriate release scope.

Add a trusted operational helper who can assist with continuity without receiving unnecessary private detail.

Confirm the owner is active so Legacy Delivery does not progress unnecessarily.

Pause or adjust Legacy Delivery expectations during temporary travel or planned unavailability.

Test whether Legacy Delivery contact emails can be reached before activating the protocol.

Turn off an active Legacy Delivery workflow when it should no longer run.

Use private unlock to view protected Held Away, Safebox or Legacy-sensitive information.

Add a device passkey for easier private unlock while keeping the Recovery Key as the continuity method.

Remove a passkey from private vault access when a device or account should no longer unlock sensitive data.

Store sensitive operational context in protected storage instead of ordinary portfolio notes.

Update protected details when access instructions, contacts or storage context change.

Remove protected information that is obsolete, duplicated or should no longer be retained.

Invite a collaborator with a role and portfolio scope instead of sharing credentials.

Update a collaborator's access when their responsibilities change.

Remove a collaborator's workspace access when they should no longer view or edit portfolio data.

Understand what owner, admin, editor and viewer style roles can and cannot do.

Add a portfolio, legacy, insurance or asset document with clear source and category context.

Set document category so legacy, insurance and portfolio records can be found later.

Remove a document that is obsolete, duplicated, uploaded by mistake or too sensitive for the current vault.