Successor Handover Briefing
A plain-language briefing document so a trusted family member understands your wallet structure without accessing private keys.
Overview
Estate planning for crypto holders requires more than a will clause. This session produces a successor briefing document that explains your wallet structure, backup locations, and recovery procedures in language a non-technical family member can follow.
Included
- Interview covering your wallet architecture and recovery priorities
- Plain-language briefing document (10–15 pages)
- Optional attendance by your designated successor during the final hour
- Sealed envelope option for physical delivery to your successor
- One revision round within 30 days
What We Do Not Include
- Legal will drafting or trust formation
- Access to private keys or seed phrases during the session
- Guaranteed recovery outcomes — we document procedures, not perform recovery