Family Wallet Inventory Consultation
A two-session engagement to catalogue offline wallets, paper certificates, and custody locations into a steward-ready written inventory.
A written inventory your heirs can follow without guessing
Content Birchpath helps South Korean families document offline wallets, paper records, and custody arrangements so inheritance planning rests on clear records rather than scattered memory.
Inventory Planning Sessions
What We Offer
Inheritance Readiness Review
A single-session audit of your existing records to identify gaps before you commission a full inventory or meet with legal counsel.
Steward Workshop for Extended Families
A group session for up to six family members on reading an inventory, respecting custody boundaries, and scheduling annual reviews.
Why families document offline holdings
Hardware wallets, cold-storage keys, and paper certificates often sit in different rooms, safety deposit boxes, or relative households. Without a steward-facing inventory, heirs face months of searching and uncertain interpretation.
Our sessions produce a structured written record: what exists, where it is held, who has signing authority, and which steps require professional counsel. We focus on clarity and custody documentation, not trading or portfolio management.
From the Journal
Field Notes
Labelling Hardware Wallets Without Exposing Secrets
Practical labelling conventions stewards use so heirs know a device exists—without writing seed phrases on the label.
When Three Generations Share Custody Duties
How Korean households with grandparents, parents, and adult children divide steward roles without losing track of offline holdings.
Preparing for a Songpa Office Planning Session
What to bring, what to leave at home, and how we structure a first visit at our Sample-ro consultation room.
Offline companion for your household records
For families who prefer a local reference alongside their written inventory, our companion listing on the Microsoft Store provides a structured offline tracker aligned with the same planning categories we use in consultations.
Available on the Microsoft Store
What stewards say
Client StoriesThe session helped us list three hardware wallets and two paper deed folders we had never discussed as a family. My brother still wants a lawyer to review the final packet, but at least we know what to ask about.
— Hyeon-ju K., Songpa-gu, inheritance readiness review