Before your annual review session, it helps to know what we verify. This is the checklist our specialists follow — adapted here for holders reviewing their own folders between sessions.
The Twelve Steps
- Confirm revision log date and compare against your calendar of wallet changes.
- Verify each wallet inventory entry against your current holdings.
- Check custodian contact details — call or message each one if unsure.
- Confirm access procedure steps still match your storage arrangement.
- Review beneficiary pages for name or contact changes.
- Check attorney and executor contact details.
- Verify exchange account listings (name and account identifier only).
- Confirm sealed envelope locations match physical reality.
- Review multisig co-signer contacts and roles.
- Note any wallets retired since last revision.
- Note any wallets added since last revision.
- Sign and date a new revision log entry if changes were made.
Between Sessions
If you complete steps 10 or 11 between annual reviews, schedule an interim update rather than waiting. A folder that lists a retired wallet as active can send an executor down the wrong path.
At the Session
Bring your checklist notes. They shorten the verification and leave more time for questions about custodian arrangements.