Binder process
How an inheritance inventory binder takes shape—from intake to heir orientation—without putting seed phrases on the page.
The process below matches our flagship inheritance inventory binder session. Location consults and refresh visits reuse the middle steps at a smaller scale.
Intake conversation
We learn how many offline wallets you hold, who should inherit access knowledge, and which storage places already exist—without asking you to recite phrases aloud.
Location mapping
Together we draft an index: wallet nickname, medium type (paper, metal, plate), physical place, custodian, and conditions for opening that place.
Binder assembly
Pages are printed and filed into a physical binder with tabbed sections for wallets, custodians, solicitor notes, and a sealed envelope for private addenda you keep yourself.
Heir orientation (optional)
Named heirs walk through the index so they understand labels and keys before an emergency—not the phrases themselves.