Desk session
Access Notes Session
Focused drafting of access notes that tell successors where offline wallets live and how to begin recovery without unsafe disclosure.
Purpose
When a full inheritance map is not yet needed, an Access Notes Session tightens the written instructions that sit beside sealed backups: who opens which envelope, which attorney holds which sealed packet, and what to do first after a death certificate is available.
Included
- Interview on current storage habits and named successors
- Rewrite of existing notes into clear, least-privilege language
- Checklist of envelopes, boxes, and counsel packets to prepare after the session
Not included
Device firmware updates, balance verification, or legal drafting of testamentary instruments.
Next step
Book a session and bring any drafts you already keep with your estate papers.