OFFLINE WORKSHEET
Annual Plan Review
A once-a-year worksheet for checking whether the inheritance plan still matches reality.
People
- Beneficiaries are still correct.
- Executor and trusted contacts are available and willing.
- Contact information is current.
Custody
- Wallets, accounts, and custody models have not changed unnoticed.
- Devices and backups remain accessible and uncompromised.
- Any required descriptor or policy backup remains recoverable offline.
Operational clocks
- Subscriptions and service accounts are current.
- Notification channels work.
- Any timelock or periodic refresh requirement is understood and scheduled.
Practice and next review
- A no-value first-step drill was completed.
- Changes were reflected in legal and technical documents.
- Next review date: ____________________
Education-only planning aid — review legal and tax questions with qualified local professionals.