A real claim email looks like phishing if nobody has heard of HeirVault. Tell people the plan exists while things are calm.
That you made a plan. Who is named for what. What the claim email will look like at a high level, including the HeirVault name. You do not need a formal presentation. You need those facts lodged in memory.
Being open does not mean sharing vault passwords, beneficiary unlock material, or seed phrases today unless you intend that person to have access now. Tell them the system exists. Keep the keys for claim time.
From Contacts or Who gets what, open a practice claim so a beneficiary sees the flow with sample placeholders. Practice links always show a Practice banner and never unlock live handoffs. Real claim email wording is different on purpose.
On Pro and Shield, witnesses confirm vault-level release. Tell them they may get a confirmation link, that they are voting on whether release should proceed, and that they do not receive passwords unless you also named them as a beneficiary.