Self-custody checklist

Before you rely on your wallet.

Ten prompts about your needs, everyday use, recovery, and inheritance. Use them to think through what your own self-custody solution should cover.

Ten points to review

Ticks stay on this page only; this checklist does not save or transmit your answers. Never write recovery secrets here. Download or print a copy if you want to keep it.

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A tick is a reminder of your review, not proof that a setup is secure. If you are unsure about a step, pause and use your wallet’s official documentation or seek qualified guidance.

Let’s tailor your self-custody solution.

Start with a free 30-minute call. We’ll discuss your needs and what your self-custody solution should cover.