Estate Handover Record Pack
A structured documentation bundle for heirs or executors explaining device labels, backup locations, and rebalance history.
Prepares a plain-language guide for someone who inherits your cold portfolio but did not participate in your rebalancing routine. Covers device labels, where steel backups are stored (location descriptions only), and a summary of your allocation philosophy — without exposing seed material.
Requires an existing annual record or opening snapshot as a foundation.