Quarterly vault review checklist for Seoul households

Quarterly reviews prevent binders from becoming museum pieces. This checklist mirrors the one we staple inside every client binder.

Before you leave home

• Gather hardware wallets and charged phones
• Download latest exchange CSVs (even if you expect no trades)
• Note any new family members who should read heir pages

At the review table

• Verify each indexed address still listed; mark retired addresses
• Update balance columns or sign “no change”
• Add new stablecoin deposits with statement dates
• Check heir contact phone numbers still current
• Confirm duplicate binder location unchanged

Paper hygiene

• Replace torn tabs
• Number new appendix pages sequentially
• Sign and date the quarterly tally sheet

When to book a full session instead

If you added a new device type, changed trust beneficiaries, or found a balance you cannot explain, book reconciliation or heir documentation rather than stretching a checklist appointment.

Local tip

Gangnam offices empty slightly after 17:00 on Thursdays. Clients who dislike waiting in reception often request that slot.