Guides – Asset Inheritance Ltd

Register Login

Helpful Guides to Get You Started

Whether you're a beginner or looking to master the next level, our step-by-step guides are here to help you every step of the way.

1. From the Dashboard. click on the "Add Assets" button.

2. From the Dropdown, select the Asset Type you want to add, such as Cash, Savings Account, etc. If your Asset Type is not listed, you can use one of the Miscellaneous fields available.

3. Enter the Asset Type details. Fields marked with and asterix/* are mandatory. If you don't want to enter a real Amount, please enter 0. You can change the Term to indicate how quick the access to the asset is. You can also enter a note that a specific Nominee can see, e.g. "Holiday savings account". Press Add Asset to complete the entry.

4. The Asset will be added to your list. You can then add more Assets if required.

1. From the dashboard, click on the "Add Liabilities" button

2. From the Dropdown, select the Liability Type you want to add, such as Loans, Mortgages, Credit Cards, etc. If your Liability Type is not listed, you can use one of the Miscellaneous fields available.

3. Enter the Asset Type details. Fields marked with and asterix/* are mandatory. If you don't want to enter a real Amount, please enter 0. You can change the Term to indicate how quick the access to the asset is. You can also enter a note that a specific Nominee can see. Press Add Asset to complete the entry.

4. The Liability will be added to your list. You can then add more Liabilities if required.

1. From the Dashboard, select "Policies" from the menu bar.

2. Click the "Add Policy" button.

3. Fill in the required data. You can also add notes that Nominees can see. Press the Add Policies button.

4. The Policy will be added to the portal. You can add more polices from here if required.

1. From the Dashboard, select "Utilities" from the menu bar.

Click the "Add Utility" button.

3. Select the type of utility you want to add, or select Misc if you cannot see the one you need on the list.

4. Fill in the required data. You can also add notes that Nominees can see. Press the Add Utility button.

4. The Policy will be added to the portal. You can add more Utilities from here if required

1. From the Dashboard, select "Wills" from the menu bar.

Click the "Add Will" button

3. Fill in the required data. Pres the Add Will button.

4. The Will detail will be added to the portal. You can more than 1 will line if required.

1. From the Dashboard, select "Nominess/IFA" from the menu bar.

2. Click the Add Nominees/IFA button.

3. Make sure the dropdown selection is on Nominees. Enter the details. For HOURS, enter the number of hours a Nominee must wait for approval from you before being given access by the portal because you have not responded. The default has been set 28 days (672 hours).

4. The Nominee will be listed. You can add more Nominees from here.

1. From the Dashboard, select "Nominess/IFA" from the menu bar.

2. Click the Add Nominees/IFA button.

3. Select IFA from the dropdown selection.

4. Enter the IFA details. For HOURS, enter the number of hours a Nominee must wait for approval from you before being given access by the portal because you have not responded. The default has been set 28 days (672 hours).

5. The IFA will be listed. You can only have one IFA on the Portal.

1. From the Dashboard, select "Permissions" from the menu bar.

2. Each Category and each asset type has it's own permission structure. All have a Default setting.
Select a category (Assets, Liabilities, Policies, Utilities, Wills).

3. Select the Asset type within the chosen Category.

4. You will see the default settings.
Select more fields or you can select/deselect all the fields for a Nominee/IFA.

5. Press "Save" to save the data.

1. Select the User dropdown.
You can Change Your Profile (not Email), your Billing information, Change your password, Delete your Account (this also deletes connected Nominees and IFA), Logout.

2. Profile page - You can upload a photo and change your details (Not Email Address).