Inheritance planning checklist
Shared with you by
Could your family find everything you hold?
Check each item you have today. Every check is something your heirs will need to find, unlock or hand to a lawyer.
Get the free inheritance guide by email ↓
Privacy
The PDF you create with this form is stored only on your own computer or mobile device. It is never stored on or sent to our servers, or anywhere else. Your answers stay in this browser tab, and closing the tab erases them.
Tip: save the PDF outside any folder that syncs to the cloud, such as iCloud, Dropbox, Google Drive or OneDrive.
Your estate plan
Your backups
Keep this printout with your estate papers and tell your executor where it is. Delete the PDF file after printing, and never add seed phrases, PINs, passwords or combinations to it.
Citadel Vault keeps the real secrets encrypted and offline, and guides your heirs through recovery. citadelvault.org
Get the free inheritance guide
The four ways to hold and pass on Bitcoin, twelve rules for every plan, and five steps to a plan your family can actually follow. We only ask for your email; your checklist answers are not sent.