Our Archive Process

Before your session

After you contact us, we send a short household questionnaire: how many adults share signing authority, approximate device count, and whether any backups are stored off-site. This helps us pack the right number of USB drives and binder tabs.

We ask you to gather every hardware wallet and backup envelope in one room. Clear a table near power outlets. Plan for both partners (or all signing adults) to be present for at least the first hour.

During the session

1. Introduction and scope — We confirm which devices and materials are in scope. We explain what we will and will not photograph or record.
2. Device walkthrough — Each wallet is photographed (front and serial label), model and firmware noted, and assigned a household role on the inventory sheet.
3. Backup material survey — Envelopes and metal plates are documented by external label and storage location only. We never request seed phrase access.
4. USB archive build — Inventory spreadsheet, photos, and access map are copied to encrypted USB drives. Each drive receives a printed label matching the binder tab color.
5. Binder assembly — The printed index is laminated, tabbed, and walked through with every attending household member.
6. Handover — Primary USB and binder stay with you. Backup copy placement is recorded. Optional escrow copy is sealed for your designated third party.

After your session

Within 30 days we schedule a 20-minute follow-up call to answer filing questions. If you purchase a new wallet, a follow-up visit adds it to the existing structure without starting over.

Companion app

For households who want a digital checklist alongside the physical archive, we maintain the Offline Wallet Tracker reference app.

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