Cold Storage Documentation Session
Single visit to map where backups live, who knows about them, and what each wallet holds—on paper only.
Scope
A focused session for holders who have never written down a complete offline inventory. We produce a folio of location sketches, holder responsibilities, and wallet-purpose notes you maintain going forward.
Included
- Two-hour appointment with a documentation specialist
- Printed folio with tabbed sections for each storage location
- Guidance on labeling conventions that survive house moves
Excluded
- Ongoing quarterly reviews (see Quarterly Checkpoint Pack)
- Legal estate planning documents
Ideal as a first step before committing to quarterly checkpoints.
Available on the Microsoft Store
Companion reference sheets for checkpoint reviews, available as a separate Microsoft Store listing.