Description

The Cold Storage Planning Sheet is a comprehensive printable guide created for individuals and organizations looking to secure long-term crypto holdings through offline (cold) storage methods. This tool helps users make strategic decisions about which assets to store cold, what method to use, where to store them, and how to document it responsibly. The sheet includes sections such as “Asset Type,” “Wallet Used,” “Storage Medium” (e.g., hardware wallet, paper wallet, steel plate), “Geographic Location,” “Physical Security (e.g., safe, vault, deposit box),” “Legal Backup (Will/Trust/Heir Access),” and “Recovery Procedure.” Designed with security in mind, the sheet avoids recording sensitive information like private keys directly. Instead, it uses coded references that correspond to more secure offline methods already in use. Also included is a decision matrix that helps users evaluate when cold storage is appropriate—based on risk tolerance, holding time frame, tax exposure, and liquidity needs. For Japanese users, an addendum guides users through regionally accepted storage options and inheritance planning aligned with local legal frameworks. A separate sheet outlines emergency procedures and inventory checklists for quarterly audits. This makes the Cold Storage Planning Sheet not just a documentation tool but a complete crypto safekeeping strategy. It’s ideal for high-net-worth individuals, DAO treasurers, family offices, and crypto estate planners who demand long-term security with recoverability. By turning best-practice theories into a structured workflow, this planning sheet empowers users to treat cold storage like a serious financial safeguard—not just a tech afterthought.