Reviews
Client Stories
Short notes
I had three Trezor units and a metal plate in a safety deposit context, but only a mental map of what went where. The timeline binder now lists every move since 2018 without revealing seeds. My wife can read it.
The planning session was shorter than I expected, which was fine — I mainly needed someone to ask the awkward questions about backup age and who knows what.
Annual review flagged that I skipped a recovery drill for fourteen months. Mildly embarrassing, but I'd rather see it in writing than discover it during an emergency.
Extended case: the Gumi relocation
Situation: A holder relocated from Seoul to Gumi in 2022 with two hardware wallets and a paper backup envelope. No written record of which device was refreshed in 2020 versus 2019.
Work: Custody timeline documentation over five weeks. Intake uncovered a forgotten third wallet label used only for staking rewards. Draft review corrected two date estimates.
Outcome: 48-page binder with chronological entries, heir summary, and gap notes for missing 2019 purchase receipt. Holder ordered one duplicate for a sibling.
Reservation noted in file: Holder declined on-site verification; balance checkpoints remain self-reported.
Extended case: estate planner request
Situation: An estate lawyer in Ulsan requested chronological custody facts for a client holding Cardano and Algorand offline. Client had scattered emails but no master timeline.
Work: Documentation project with succession-focused summary page. No keys exchanged; client verified device models from home.
Outcome: Lawyer received a redacted summary suitable for filing alongside the will instructions. Client continues annual reviews.