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How do I setup my inheritance plan?

You can set up your inheritance plan from your Onramp dashboard settings.

Set up your plan

  1. Log in to your Onramp dashboard.

  2. Click your profile icon in the top right corner.

  3. Go to the Settings tab, then select Inheritance Planning.

  4. Add primary and contingent beneficiaries and allocate specific percentages to each.

  5. Once your selections are complete, click Authorize and sign the Transfer on Death agreement to activate your plan.

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