Review days go smoother when clients arrive with paperwork aligned to physical storage. This list mirrors our pre-session checklist.

Documents

  • Completed workbook inventory sections (wallet model, derivation notes you already track)
  • Shelf or safe map sketch, even if rough
  • List of who else knows backup locations (spouse, sibling, attorney)

Hardware

  • All hardware wallets referenced in the workbook, powered off
  • Spare device only if you booked a recovery drill
  • Charging cables if you plan optional local address checks

Backup material

  • Paper envelopes and metal plates you intend to reference—not opened until you choose during drill
  • Bank box keys if plates are off-site and you will describe access times

Not needed

  • Laptops for blockchain explorers (session stays offline by default)
  • Exchange login credentials
  • Photos of seed phrases on your phone

Arrive ten minutes early to settle folios. Sessions start on paper; device checks follow your pace.