Overview
Recovery planning turns scattered holder knowledge into a sequence heirs can execute. The stages below mirror our engagements from first call to sealed delivery.
Discovery call
We confirm wallet types, signer count, storage sites, and heir candidates. You receive a scope memo and quote within three business days.
Gap review
Optional Recovery Planning Consultation identifies conflicting notes, missing contacts, and sites that need vault coordination before intake.
Structured intake
Two sessions capture verbal walkthroughs. We document order of operations, not secret strings.
Draft verification
You review numbered steps and location references. One revision round is included before printing.
Heir briefing
Designated heirs rehearse the sequence with redacted materials under supervision.
Sealed delivery
Tamper-evident binder handover or registered courier. Storage guidance provided for fire-resistant placement.
Who should start here
Holders with multisig arrangements, split backups, or heirs who live abroad benefit most from explicit planning before commissioning the full package.
Companion resource
Our Offline Wallet Tracker reference app helps holders maintain a personal inventory between professional revisions. It supplements—not replaces—written heir binders.
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