Home/Resources/Set Up Legacy Handover
2 min readFamily Plan Feature

So Your Family Is Never Locked Out.

If you're ever unreachable for an extended time, Ask Aydo automatically passes your entire document library to the one person you trust most - so nothing gets lost, and no one is left searching.

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Legacy Handover

How It Works

⏱️ Quiet Monitoring

Logging into your Ask Aydo dashboard, or verifying with a one-time code, quietly keeps the clock reset. Only real, extended silence starts a check-in.

Status: Active • Everything as usual

What Happens If You're Not There

Without a Handover Plan

  • Families often can't find life insurance policies, bank accounts, or property papers when it matters most
  • A spouse or child left searching through drawers and old emails during an already difficult time
  • No way to move a digital library into someone else's hands without you actively doing it yourself

With Legacy Handover

  • You choose one trusted family member in advance - no one else can ever be added without your say-so
  • Logging into your dashboard (or verifying with a one-time code) keeps the clock reset while you're active
  • If you truly go quiet, your entire library passes to that person automatically - nothing to search for, nothing to lose

Engineered for Real-World Reliability

Family Plan

We Check In, Not You

Logging into your Ask Aydo dashboard, or verifying with a one-time code, quietly keeps the clock reset. Only real, extended silence starts a check-in.

Logging Back In Undoes It

Opening your dashboard again at any point cancels the countdown immediately. Nothing changes hands by accident.

One Person You Choose

You pick one trusted family member in advance. They must already be part of your family library - no strangers, no surprises.

A Window to Take It Back

If the handover was a false alarm, you - and only you - can reclaim your library afterward. No one else's approval is needed.

3 Steps to Set Up Your Nominee

What to expect when you set up Legacy Handover, from choosing your nominee to the handover itself.

01

Choose Your Nominee

Pick one trusted family member who's already part of your family library. They'll need to confirm, and there's a 7-day cooling-off period before monitoring begins - no one else can be added without your say-so.

02

We Check In Periodically

Logging into your dashboard keeps the clock reset automatically. If you go quiet for your chosen period, we send a check-in on your registered contact channel - logging back in cancels it instantly.

03

The Handover, If It's Ever Needed

Only after the full grace period passes with no response does your library pass to your nominee - exactly as you left it, with a window for you to reclaim it if it was a false alarm.

Setting Up and Managing Your Nominee

What to expect on the dashboard and in chat while setting this up.

Click to preview the result
Set Your Nominee

[User selects a nominee from Profile settings on the web dashboard]

Choosing your nominee happens on the web dashboard, not in chat, so you can review the terms carefully.

Check Your Handover Status

Is my Legacy Handover active and who is my nominee?

Review your current setup anytime.

Simulated WhatsApp reply
A

Ask Aydo

WhatsApp Assistant

[User selects a nominee from Profile settings on the web dashboard]

Just now

Legacy Handover - Nominee Set

Confirmation

Your nominee is now set to Priya Mehta (Spouse). She will only gain access if you go quiet for the period you chose, and after she confirms and a 7-day cooling-off period passes.

How Families Rely on This Every Day

Term Life Insurance & Nominees

Family Protection

Your family inherits full access to your policy details and nominee records, not just what you remembered to tell them.

Knowing my family automatically gets everything, not just what I happened to mention, is real peace of mind.

Bank Accounts & Investments

Nothing Gets Missed

Every account and deposit record you've stored comes with the handover, so family savings are never left undiscovered.

Property & Legal Records

A Smooth Transition

Registered property papers, legal documents, and everything else in your library transfer together, so your family can pick up exactly where you left off.

Use this guide on WhatsApp

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Helpful Tips & Best Practices

Choose Someone Already in Your Family Library

Your nominee must already be an active member of your family plan - no strangers, no surprises.

Logging Into the Dashboard Resets the Clock

Opening your Ask Aydo dashboard, or verifying with a one-time code, counts as activity - you don't need to wait for a check-in message to reset it.

You Can Reclaim It

If a handover was a false alarm, only you can reclaim your library afterward - no approval needed from anyone else.

Frequently Asked Questions

Logging into your Ask Aydo dashboard, or verifying with a one-time code, quietly resets the clock. Only after your chosen period of true silence do we send a check-in on your registered contact channel.

Forward it once. Find it in seconds.

The best time to secure a record is the moment you hold it. Forward your first document and let Ask Aydo become the one place your family's paperwork lives.

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