Initial Ledger Setup

First-time binding, tabbing, and allocation table layout for clients starting a paper record beside their hardware wallet.

Initial Ledger Setup

Overview

For holders who have relied on spreadsheets or sticky notes and want a durable paper system. We supply a numbered ledger volume, pre-printed allocation tables, and index cards for address labelling conventions.

Process

  1. Interview about your current storage layout (devices, vaults, family roles)
  2. Design allocation table structure on sample pages
  3. Bind and tab your ledger with archival materials
  4. Record your first reconciliation baseline together

Excluded

Ongoing quarterly maintenance — book a separate reconciliation session after setup.