Why Heir Readiness Matters

Cold wallet holders often assume their family will “figure it out.” In practice, heirs face locked devices, unfamiliar terminology, and no clear starting point — often while grieving. Heir readiness means your documentation is complete, located, and understood before it is needed.

The Five Stages

  1. Inventory your holdings. List every hardware wallet, paper backup, steel plate, and exchange account. Note purchase dates and firmware versions where known.
  2. Verify your backups. Confirm seed phrases are legible, complete, and stored where your records say they are. Address faded paper or corroded steel before filing.
  3. Prepare the inheritance record. Engage a documentarian to structure your notes into an indexed file with recovery procedures written for non-technical readers.
  4. Designate and notify heirs. Tell your designated heirs that a record exists and where to find it. Do not share seed material — share the record location.
  5. Brief your heirs. Schedule a guided session where heirs learn wallet types, record structure, and professional contacts without handling private keys.

What Your Heirs Need to Know

Your heirs do not need to become cryptocurrency experts. They need to know:

  • Where the inheritance record is stored
  • Which attorney or advisor has supplementary instructions
  • The difference between a hardware wallet and an exchange login
  • That attempting random recovery guesses can permanently lock funds

Annual Review

Wallet setups change. Add a calendar reminder to review your record when you:

  • Purchase a new hardware wallet
  • Change backup methods or storage locations
  • Designate a new heir or executor
  • Upgrade firmware that alters recovery procedures

Our annual review service updates existing System Birch Way records for ₩320,000.

Ready to Begin?

Start with our flagship inheritance record service or contact us for a scoped estimate.

Available on the Microsoft Store

Track your heir readiness checklist between annual reviews with our companion reference app.

Get it from Microsoft