Heir Documentation Planning
A focused session to prepare clear, non-technical instructions for family members who may need to locate and understand your offline holdings.
Why Heirs Need More Than a Seed Phrase
A recovery phrase without context leaves heirs guessing which device it belongs to, whether it is still current, or which professional to contact. This session produces a heir-facing document separate from your detailed inventory — written in accessible language, without exposing private keys.
What the Heir Document Contains
- A plain-language overview of your offline storage approach
- Step-by-step location guide for each storage site (without revealing secrets)
- Contact list: attorney, executor, trusted advisor, and our office for record retrieval
- Instructions for engaging a qualified recovery specialist if needed
- A sealed envelope protocol for time-delayed disclosure
Privacy Controls
You decide what the heir document reveals and when. We offer tiered disclosure templates — from location-only maps to fuller procedural guides — and discuss trade-offs between transparency and security during the session.
Follow-Up
Heir documents should be reviewed after major life events: marriage, divorce, birth of a child, relocation, or the death of a previously named contact. Annual review clients may add a heir update as part of their retainer.