Client Stories
Accounts from reserve log sessions
Testimonials
Min-jun walked me through labeling three Ledger devices without plugging any of them in. My reserve log now matches what my wife can find in the safe deposit box.— Hyeon-soo K., retirement reserve consultation, March 2025
The annual review caught a duplicate address entry I had copied wrong two years ago. Took an extra hour, but I am glad we caught it before my son inherits the binders.— Robert L., annual log maintenance, January 2025
I was skeptical about paying for paper documentation. The session was slower than I expected—we spent forty minutes just on heir naming conventions—but the binder I left with is something my daughter can actually use.— Eun-ji M., retirement reserve consultation, November 2024
Clear process, no pressure to buy anything crypto-related. They focused entirely on how my Trezor labels should read in Korean and English for my Canadian spouse.— David P., offline wallet inventory review, August 2024
Extended story: The Han family reserve index
When Mr. Han approached us in 2023, he held Bitcoin across two hardware wallets and a steel backup plate—but his handwritten notes used three different naming schemes from over the years. His adult children lived abroad and could not decipher which addresses corresponded to his retirement bucket versus a smaller gift allocation.
Over two sessions, we consolidated his reserve log into a single indexed binder. Each wallet received a plain-language label: “Primary retirement — Ledger Nano X, purchased 2018, seed in home safe compartment B.” Address ranges were listed with acquisition dates, not dollar values.
Six months later, Mr. Han returned for annual maintenance after acquiring a third device. The review took ninety minutes because the new wallet needed cross-referencing against existing entries. His daughter joined the final thirty minutes via video to confirm she understood the recovery sequence.
Mr. Han’s case illustrates why we recommend annual maintenance: each new device is an opportunity for inconsistency unless the log is updated promptly.
Extended story: Ms. Choi’s first reserve log
Ms. Choi, a retired school administrator in Daejeon, had held Ethereum on a paper wallet since 2017. She knew the phrase location but had never written down which addresses belonged to her long-term reserve.
In a single flagship consultation, we helped her create a dated log entry describing the paper wallet’s creation, the envelope location, and a recovery checklist. She chose not to include exact balances—only address identifiers and their purpose.
Ms. Choi later told us the session gave her confidence to discuss her holdings with her attorney for the first time, because she finally had documentation she was willing to share.