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AfterYou collection

  • Afteryou onboarding doc
  • रिकॉर्डिंग प्रक्रिया निर्देश
Afteryou onboarding doc
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Managing Assets and Nominees in AfteryouStep 1: Navigate to the New Assets SectionStep 2: Select the Asset TypeStep 3: Choose the Broker and Review Personal DetailsStep 4: Add Notes and Fill in Asset FieldsStep 5: Attach Supporting Documents and Save the AssetStep 6: Open the Nominee SectionStep 7: Return to the Asset and Select NomineesStep 8: Configure Ownership Split and Sharing TimeStep 9: Learn About the Upcoming Heartbeat FeatureStep 10: Log Documents, Passwords, and Emotional Messages