Organized inheritance dossier beside a hardware wallet

Free 13-page readiness workbook

A seed phrase is not an inheritance plan.

Your self-custody setup protects access today. This workbook helps your family understand what to do later, without putting the secret itself in the plan.

No seed phrase requestedNo wallet address requestedInstant PDF
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13 practical pagesBuilt for self-custodyNo secrets collectedInstant PDF access

The missing layer

A backup protects the wallet. A plan prepares the people.

Your family needs clear roles, safe instructions, and a rehearsed process. The workbook helps document those pieces without copying the secret into another vulnerable place.

01

What exists

A device, a recovery backup, and knowledge held by one person.

02

What can fail

No one knows who should act, what is legitimate, or where professional help begins.

03

What you build

A non-secret map of assets, people, documents, rehearsals, and review dates.

Open planning workbook beside a hardware wallet and sealed family envelope13 pages

Inside the free workbook

Finish with a plan you can review with your family and advisers.

  • 01
    Readiness assessment

    Find the gaps before a stressful event exposes them.

  • 02
    Non-secret inventory

    Record what exists without recording credentials or balances.

  • 03
    Trusted-person instructions

    Clarify roles, escalation paths, and scam warnings.

  • 04
    Rehearsal and annual review

    Turn a document into a process that stays current.

Build my family-ready plan

The safety promise

The plan explains the process. It never contains the secret.

Never requested

Seed phrases, private keys, wallet addresses, balances, PINs, passphrases, and storage locations.

Purpose-limited data

Name, email, phone, wallet type or names, consent choices, and a daily one-way anti-abuse hash.

Clear boundaries

Educational planning only. No custody, recovery, transfers, or individualized advice.

For current self-custody users

Give your family clarity without giving a website your secrets.

Confirm your current hardware or cold/offline wallet setup, then provide contact details for guide access. This resource is for people who already hold crypto in self-custody.

✓ No seed phrase✓ No wallet address✓ No balance
Step 1 of 2Confirm fit
How do you currently self-custody your crypto?

Hardware wallets are a type of cold wallet. Choose the option that best describes your setup.

Before you download

Common questions

Does the workbook store my recovery phrase?

No. It shows what not to record and how to separate explanation from access.

Is this legal or tax advice?

No. It helps prepare questions and materials for qualified professionals.

Why ask about my wallet setup?

This guide is for current self-custody users. We ask for a hardware-wallet model or cold-wallet names to understand your setup and exclude unrelated submissions. Never provide wallet secrets.

Do I need to opt in to marketing?

No. Marketing consent is optional and does not affect access to the PDF.