Heirs who have never held a hardware device often assume they should plug it in immediately. For multisig arrangements, premature attempts can lock workflows or trigger unnecessary support tickets.
A briefing session covers where documentation lives, who to call first, and what not to do—no live recovery on funded wallets during training. We use redacted copies and tabletop sequencing.
Families with members abroad schedule video attendance with timed agendas. Sessions run 90 minutes with written follow-ups so absent heirs receive the same checklist.
One mild reservation we hear: heirs wish sessions happened years earlier. Holders delay because discussing mortality feels uncomfortable. Documentation makes the conversation concrete rather than abstract.
Book briefings after draft maps are approved so heirs train on accurate steps.