Documentation does not secure custody.
It reveals whether it can work.
These resources help you clarify assumptions, roles, and recovery paths—without recording sensitive material.
What These Documents Are For
Custody often fails because critical information exists only in one person's head.
These documents are designed to externalize structure without externalizing risk.
They help you track assumptions, responsibilities, and review cadence without ever writing down keys or recovery material.
Custody Source-of-Truth Template
A single, encrypted reference file to track custody structure, recovery readiness, and review cadence—without storing secrets.
- Clarifying who is involved in recovery
- Tracking backup and device status
- Documenting assumptions without exposing keys
Custody Companion Guide
Guidance on how to complete and maintain the Source-of-Truth document over time.
- Understanding what to document and what to exclude
- Identifying common documentation mistakes
- Knowing when documentation is insufficient
What Documentation Cannot Do
Documentation does not validate recovery paths.
Documentation does not replace testing.
Documentation does not guarantee inheritance success.
It clarifies whether further validation is required.
For you if
- You want clarity before making structural changes
- You want to reduce hidden assumptions
- You prefer disciplined documentation over ad hoc notes
Not for you if
- You want templates to replace thinking
- You want to store secrets in documents
- You expect documentation to solve custody risk
If documentation reveals uncertainty, validation is the next step.
Clarity precedes structure.