18 April 2025
Writing heir steps for someone who has never used a hardware wallet
Heir instructions should assume a reader under stress, not a power user. Sentence patterns that work in recovery ledgers.
Heir sections fail when they read like forum posts: jargon-heavy, dependent on links, or assuming the reader knows which cable connects which device.
Start each step with a physical action: “Open the desk drawer labeled GREEN.” Follow with the object: “Remove the steel case marked WALLET-PRIMARY.” Only then introduce the device term: “Inside is a Trezor Model T.”
Avoid conditional trees deeper than two branches on a single page. If inheritance splits by wallet, give each heir a dedicated subsection with their name in the header—not a single flowchart with six arrows.
Name a human contact who can answer questions but cannot access funds alone. That person should appear in the ledger with phone number and relationship, plus what they are allowed to explain (labels, locations) versus what they never hold (seeds).
We encourage clients to read the heir section aloud to someone non-technical. Every pause where the listener asks “what does that mean?” marks a sentence to rewrite. Park Ji-woo keeps a printed list of forbidden phrases—“restore from seed,” “load firmware”—until a plain-language alternative is written above them.
The heir section is the reason many clients commission a book instead of a generic notebook. Treat it as the most important pages in the volume.