How do I setup my inheritance plan?

To set up your inheritance plan:

1. Log in to your Onramp Dashboard.

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

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

4. From there, you can add primary and secondary 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.