Resources

Placeholder checklists. These are general prompts, not legal advice, and will grow as the service does. Never write a seed phrase into any document that others can read.

1. What do I own and where?draft

• List each wallet and where it lives (hardware device, app, exchange). No keys, no seed phrases.
• Note which accounts are on exchanges and which are self-custody.
• Record where devices and backups are stored, in general terms.
• Note any multisig or shared setups.

2. Who needs to know what?draft

• Name one or two trusted people who should know a plan exists.
• Decide who would act as executor, and whether they are technical.
• Decide who should hold any backup shares, and keep them apart.
• Note the attorney who holds the will or trust.

3. Test recovery oncedraft

• Practice a recovery with a small amount.
• Confirm your heir can follow the written steps without your help.

4. Review every yeardraft

• Update the list of holdings and the people involved.
• Confirm devices, backups, and contacts still work.
• Review with your attorney after any life change.

Questions to bring to an estate attorneydraft

• How does my state treat digital assets in a will or trust?
• Who should be named as executor or trustee for crypto?
• How do I reference my instructions without exposing secrets in a public document?
• What are the tax and reporting steps for my heirs?

Seed phrases do not belong in a will. Wills often become public record.