Cold Storage Checkpoint Report
On-site or office session where we verify hardware wallet balances and produce a signed written report with denomination totals and checkpoint date.
Read detailsCold Storage · Balance Checkpoints
A Written Record of What Your Cold Storage Holds
We meet you with your hardware wallets, verify balances on-device without connecting to networks, and deliver a dated checkpoint report you can file alongside your records.
What We Document
Self-custody means no bank statement arrives in the mail. Toolkit Elm Path fills that gap with human-verified balance checkpoints: an analyst witnesses your device screens, records denominations and addresses at a summary level, and signs a report you keep offline. We never ask for seed phrases, private keys, or network credentials.
Report Types
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Quarterly Checkpoint Retainer
Four scheduled balance checkpoints per year with priority scheduling and year-end consolidated summary for ongoing self-custody documentation.
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Vault Inventory Audit
Comprehensive documentation of all cold storage devices, backup locations, and balance summaries across a household or small office vault.
Read detailsFrom the Journal
All articlesLabeling Hardware Wallets for Estate Planning
How descriptive labels on cold storage devices help trustees and heirs without exposing key material.
Preparing Devices for a Balance Checkpoint
A practical checklist for hardware wallet holders before their first Toolkit Elm Path session.