When to Refresh Your Household Asset Map

A household map is a living document. We design binders with replaceable pages, but households often wait too long between updates.

Book a continuity review when

  • You add or retire a hardware wallet
  • Backup material moves to a new safe, bank box, or relative’s home
  • You change multisig participants or inheritance instructions
  • A partner who avoided the topic now wants a spouse briefing workshop
  • An executor or adult child is named and needs appendix material

Patch yourself only when

  • A nickname changes but location and recovery order stay the same
  • You add a single line to the legend (new colour tape on one box)
  • You fix a typo that does not affect meaning

Annual rhythm

Even without major changes, an annual 90-minute review catches label drift. Clients who skip two years often rediscover retired wallets still listed as active — harmless until someone follows outdated steps under stress.

We send reminder postcards to mapping clients at eleven months. If you moved or changed email, contact us so reminders reach you.

Emergency refresh

If a device is lost or a backup location is compromised, call us after you secure assets — we help document the new state, not investigate the incident. For urgent security events, follow your wallet manufacturer’s guidance first; documentation follows recovery.