Heir Handover Documentation
Succession-focused record writing
When families book this
Adult children are named in a trust, a parent expects reduced mobility, or siblings disagree on who holds which Ledger. We translate technical steps into plain-language scripts heirs can follow under stress.
Deliverables
- Recovery step cards (device order, where backups live, whom to call first)
- Contact tree with attorney, exchange support, and family roles
- Read-aloud rehearsal notes from a guided walk-through in our meeting room
We document procedures you describe; we do not test recovery with your keys on our equipment.