How to Get Started

There are many ways to use Safeinity, from simple account-sharing patterns to advanced beneficiary and key-sharding workflows.

Contact Customer Service for help as needed.

Basic Account Setup
  1. Create a basic account or heartbeat account.
  2. Choose a strong account password and enable two-factor authentication.
  3. Upload your first essential files using "Add Asset".
  4. Organize files by clear titles/categories so they are easy to manage later.
  5. Set up a password manager and store your recovery instructions securely.
  6. Give your Safeinity account credentials to one trusted person.
  7. For higher security, shard your decryption key and distribute to multiple trusted parties.
  8. If you need higher confidentiality, use SecureForm™ for sensitive credentials.
  9. Review your setup quarterly and update files and instructions.
Most Popular - Very Secure
  1. Sign up for a Heartbeat or Death Certificate Verification (DCV) plan.
  2. Read through the security best practices.
  3. Upload your files. Add your beneficiaries. Link files to beneficiaries.
  4. Set up a password manager.
  5. Create a SecureForm™ and store the password manager account access tokens: username, password and any needed two factor authentication information. When you create the SecureForm™, you can give the Master Encryption Key to a single trusted party or you can choose to shard the decryption key into multiple pieces and distribute to trusted parties.
  6. On your death - access to your Safeinity account will be granted to your beneficiaries.
  7. They can then download your SecureForm™ and have instant access to all of your accounts.
  8. If your encryption key is sharded, they can reassemble the decryption key from the shards and then download the SecureForm™. Sharding gives you protection against a single trusted party losing their shard or acting maliciously.
  9. Your login password and Master Encryption Key are two different secrets. Only you ever know your login password.
Max Security - For Advanced Users and Items Like Crypto Keys
This guide explains how to store cryptocurrency seed keys in Safeinity using an extremely high security process designed around zero trust principles.
1. Initial Preparation
  • Read our guide on advanced security practices.
  • Perform a full malware scan.
  • Include an offline scan. We recommend using more than one tool.
Advanced / Very High Value Targets
  • Consider using a hardened laptop or PC.
  • Consider using a shielded enclosure.
2. Sign Up for Safeinity
  • Sign up for Safeinity using either Heartbeat Monitoring or Death Certificate Verification. These systems ensure access is granted only after verified death or incapacitation.
  • Store the username and password in a KeePassXC vault. See KeePass info on our FAQ page.
  • Use authenticator app two-factor authentication.
  • Do not reuse passwords across accounts. Your Safeinity login password should be different from any other password you use.
3. Create SecureForm™ with In-Memory Encryption
  • After signing in, navigate to the Dashboard and select Add Asset.
  • Choose the SecureForm™ option. This method ensures sensitive information is encrypted before it is sent to Safeinity.
  • Enter your Master Encryption Key
  • Store your Master Encryption Key in a KeePassXC vault. See the KeePassXC Best Practices section on our FAQ page.
  • Enter your crypto seed keys and any required recovery instructions.
  • Click Build In-Memory SecureForm File. At this stage, the file exists only in encrypted memory.
  • Choose an appropriate category, enter a title, and then click Encrypt and Upload SecureForm™.
  • Restart your computer to clear memory and reduce residual data exposure risk.
4. Optional Key Sharding
  • Go to Dashboard, and click on the Shard a Key button.
  • Enter your Master Encryption Key.
  • Select how many shards to create and how many are required to reconstruct the key.
  • Store all shards securely inside your KeePassXC vault.
  • Upload a copy of your KeePassXC vault into Safeinity. It is encrypted and unreadable to Safeinity or any third party.
  • While you are alive, only you have account access. Safeinity cannot decrypt your SecureForm™.
  • After verified death, beneficiaries gain account access. As a group, they can reconstruct the Master Encryption Key using shards.
  • This system requires no trust in Safeinity and no trust in any single beneficiary. Control is distributed, encryption is absolute, and access is conditional.
  • Your crypto assets remain fully protected during your lifetime. After death, your instructions and keys can be securely reconstructed and accessed.
Recommended Maturity Path
  1. Start with Heartbeat and add beneficiaries.
  2. Assign beneficiaries to files.
  3. Move your most sensitive assets to high-security upload.
  4. Shard key material for high-security assets.
  5. Maintain a clear beneficiary runbook and review annually.
  6. Use Death Certificate Verification for higher value estates or higher fraud risk.