Digital Asset Inventory & Access Workbook

List every exchange account (Coinbase, Kraken, Gemini, Binance US, etc.) — email, username, account ID, rough holdings

List every self-custodied wallet — device type (Ledger, Trezor, software wallet), chain, approximate holdings

Document seed-phrase custody — where the seed is stored, who has access, and how it gets reconstructed

Document 2FA devices and backup codes — phone, authenticator app, hardware key (YubiKey) location, SMS fallback

Document email and password-manager access — master password custody, recovery contacts, break-glass procedure

Title custodial accounts in the name of your revocable living trust where the exchange permits it

Name a digital fiduciary in your estate plan with specific authority under Texas Estates Code Chapter 2001

Provide a successor-trustee instruction sheet — what each wallet is, how to access it, what to do first

Document cost basis and acquisition date for every significant position for step-up-in-basis planning at death

List on-chain business assets — DAO treasuries, multisig signatures, NFT collections, staked validator nodes

Identify which assets should be converted or simplified before death to reduce executor burden

Review and re-sign this inventory annually, or whenever holdings or custody arrangements change materially