What You Receive
What the engagement produces.
Each matter is scoped around the client structure, custody model, risk profile and adviser-led plan. Deliverables are selected according to the agreed scope, not applied as a one-size-fits-all package.
Access and control map
A practical map of where assets, accounts, wallets, devices, authentication methods and recovery routes sit, and who can act in each situation.
Technical asset inventory
A structured inventory designed for adviser, executor or fiduciary use, without storing seed phrases, private keys or complete passwords.
Dependency and risk register
A clear record of single points of failure, signer concentration, device dependency, 2FA issues, provider uncertainty and undocumented recovery gaps.
Recovery workflow
A step-by-step continuity route showing what should happen after death, incapacity, key loss, device loss, provider change or role change.
Signer governance plan
A documented view of signer roles, control boundaries, recovery logic and how unilateral control is avoided where the structure requires it.
Executor or adviser runbook
A practical guide for authorised parties, setting out what to locate, who to contact, what authority is needed and what should not be touched without guidance.
Implementation action list
A prioritised list of recommended next steps, separated into immediate safety fixes, documentation work, technical implementation and future review items.
Annual review record
A review note covering changes to assets, platforms, devices, signers, family roles, legal structures and recovery assumptions.