Trustee Briefing Consultation
A two-hour orientation for incoming fiduciaries who inherit an existing shared custody arrangement and need to understand their responsibilities.
When to book
An incoming trustee has been named but has never managed a multisig cold storage arrangement. They need to understand what devices exist, what their signing role entails, and what records they should expect — before any keys change hands.
Session outline
- Review of existing custody documentation (if available)
- Walkthrough of typical signer responsibilities and decision points
- Explanation of recovery scenarios and when to involve other signers
- Q&A focused on the client’s specific arrangement
- Written summary of key action items delivered within 3 business days
What we do not cover
This consultation explains custody documentation and procedures. It does not constitute legal, tax, or investment advice. For trust law questions, consult a licensed attorney.
Next step
Book a briefing consultation with the name of the incoming trustee and any existing documentation they have received.