See What Safe setup should I use?
See Creating a Safe on a Web browser
a. Ensure the first account has an ETH balance to sign the first transaction.
b. Hardware accounts
c. Choose X out of T threshold for key approval.
a. Mark as a proxy: 1 txn must be executed with the Safe or ETH received
a. Share the account address with cosigners.
Copy and paste the public address from the drawer menu in the top-left.
Cosigners import/load the account address
a. Select Safe in the top-left corner of the screen or the right arrow >
in the left navigation menu > Select Add Safe
b. Select Load Existing Safe
b. Provide confirmation for transactions (txns)
c. Review ownership
a. Important to prevent against latest attacks and vulnerabilities
b. Safe App: Left navigation menu > Settings > Safe Details > Contract Version > Select Update Safe
c. Requires an on-chain txn
d. May skip version updates, e.g. Can upgrade from 1.0 to 2.0 while skipping 1.5
This is not financial, technical, or legal advice. Consult professionals and do your own research.