CHAIN NOTES
Custody Planning Workbook
Answer questions about your arrangement to build a tailored operating checklist and responsibility plan.
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FROM YOUR INPUT TO SOMETHING USEFUL
Make the workspace your own
01
Answer four setup questions
Identify the arrangement, participants, planned change and any additional passphrase dependency. Relevant checks are selected from your answers.
02
Assign roles and checks
Record who handles each task, what needs checking and when to rehearse the procedure.
03
Produce an operating plan
Export the plan and review dates, then store it separately from any secret recovery material.
Before you begin
Should I enter recovery words or a private key?
Never. Record only non-sensitive labels, responsibilities and the location category of an item, not its secret contents.
Does the workbook create a custody service?
No. It is a planning document. It does not hold assets, operate a wallet or certify a recovery arrangement.
Where are my projects saved?
Projects stay in this browser on this device. Download a JSON backup before changing devices or removing browser data. Keep passwords, private keys and recovery phrases out of every field.