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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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