Checklist
Crypto Inheritance Checklist (Non-Custodial)
Use this checklist to turn an abstract inheritance idea into an auditable recovery workflow. The goal is simple: your beneficiary can recover what you intend, without giving up private-key custody during your lifetime.
Execution Checklist
1) Asset Scope
- •List chain + wallet addresses that should be included in inheritance planning.
- •Separate long-term holdings from high-frequency trading wallets.
- •Record which assets require additional off-chain instructions (exchange, multisig, hardware wallet path).
2) Beneficiary Readiness
- •Confirm beneficiary wallet address in writing and verify at least once via signed login.
- •Document who should be primary and fallback beneficiary for each wallet group.
- •Run one rehearsal: beneficiary opens will detail and understands when key capsule is available.
3) Trigger Policy
- •Set heartbeat period based on real lifestyle rhythm (not ideal behavior).
- •Keep a confirmation waiting window to reduce false trigger risk.
- •Define a minimum review cadence (e.g. quarterly) to update heartbeat settings and beneficiary mapping.
4) Recovery Content
- •Keep public notes minimal and never place seeds/private keys in public fields.
- •Put sensitive recovery instructions only in encrypted private content.
- •Maintain a beneficiary-readable recovery sequence: wallet access, decryption, and execution order.
5) Validation & Monitoring
- •Perform offline decryption test before relying on the setup.
- •Monitor on-chain status transitions (Active -> DeathConfirming -> SignalEmitted).
- •After any major wallet change, update your will config in the same week.
Risk Controls You Should Not Skip
- •Do not treat signaling workflow as asset custody or auto-transfer mechanism.
- •Do not set heartbeat too short for your actual behavior.
- •Do not launch without at least one beneficiary rehearsal and one offline test.
Checklist FAQ
How often should I review the setup?
At least once per quarter, and immediately after wallet, beneficiary, or custody tool changes.
Can I skip offline rehearsal and rely on docs only?
Not recommended. Rehearsal is the fastest way to find missing steps before a real incident.
What is the minimum viable setup?
Accurate beneficiary address, realistic heartbeat policy, encrypted private recovery notes, and one successful offline decryption rehearsal.