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Manage matter documents and templates
final
Digital Asset Inventory Report
ESTATE-2024-001
Size:2.4 MB
Version:v2.0
Updated:2024-01-14
current
Hardware Wallet Setup Guide
TRUST-2024-102
Size:856 KB
Version:v1.0
Updated:2024-01-13
draft
Vendor Comparison Matrix
CRYPTO-2024-045
Size:145 KB
Version:v0.9
Updated:2024-01-12
review
Trust Amendment - Digital Assets
TRUST-2024-102
Size:89 KB
Version:v1.2
Updated:2024-01-11
executed
Qualified Custodian Agreement
ESTATE-2024-001
Size:1.2 MB
Version:Final
Updated:2024-01-10
current
Security Best Practices Checklist
General
Size:234 KB
Version:v2.1
Updated:2024-01-09
completed
Estate Planning Questionnaire
WILL-2024-223
Size:567 KB
Version:v1.0
Updated:2024-01-08
current
Recovery Instructions Template
General
Size:78 KB
Version:v3.0
Updated:2024-01-07
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