The Estate & Access Kit

One document your people can actually follow.

Everything a Review is, plus the estate-administration layer for the family member or professional who may need to reach it.

CAD $297, one time Personally assembled around your setup Ready within three business days of receiving your selections 14-day money-back guarantee Educational, never advice We never ask for your secrets

Orders are paused right now, so I am slower than usual to reply. You can still submit an intake form and I will follow up when orders reopen.

Not taking new orders

The Review and the Estate Kit are both paused while I catch up. Nothing is for sale on this page today, and I would rather say that plainly than take money I cannot turn around.

Send your selections See the 10-page sample Kit (PDF) →

New to this? Understanding your crypto is free first: start with the interactive tools and plain-English guides, or talk it through in a free, no-obligation 30-minute conversation. The Kit is here for when you want your estate layer personally assembled.

The Review turns what you own into one clear picture. The Kit includes that same Review (on its own, CAD $197), and adds the estate-administration layer a trusted person or professional can actually follow. What is where, how it is reached, what happens if you are not there to explain it.

Why the Kit exists

The reassurance of having taken care of it.

Most people who hold crypto carry a quiet worry: if something happened to me, could the people I love actually find this, and reach it? The Kit is that question, answered and written down, so it stops being a worry.

For you

Handled, and off your mind

The quiet confidence that you have taken care of this. What you built does not become a problem you leave behind, or a secret that dies with you. You do it once, calmly, and it is done.

For the people you trust

A calm path, not a locked box

Instead of a guessing game at the hardest possible time, they get a plain, ordered document anyone can follow without a background in crypto. What exists, where it is, who to contact first, and what not to do.

The first line every Kit opens with, for whoever finds it

"There is no crypto emergency. Every step is easier if you make the first calls in the right order."

Nothing in it is urgent, and that is the point. The Kit exists so that no one, including you, ever has to sort this out in a hurry.

See it before you buy it

A letter to the people you trust, not a file about you.

This is a real page from a sample Kit, built for a fictional holder named Jordan. Every holding, sized by its share, grouped by who can reach it, exactly like a Review, then carried forward into a document someone else can act on.

The Position Constellation: a sample Kit page showing four crypto holdings as sized circles grouped by custodial versus self-custody, with the largest holding, an exchange account, at the centre as the anchor.

The shape of the position. From the sample Kit: one exchange account and three self-custody wallets, sized by share. Invented figures.

In the sample, a page written in the holder's own words

"My family does not know this exists yet, and I never wrote it down anywhere before this Kit. There is no emergency in the crypto itself. I would rather this not be rushed into a sale."

Your Kit can carry a page like this too, context for whoever finds it, in your own words, never instructions from anyone else. From the sample Kit, a fictional holder.

More than a PDF

A private dashboard comes with your Kit.

Alongside the PDF, you get a private interactive dashboard: your whole Kit on screen, and a rehearsal of the path it creates. You can explore it before you ever print a page.

Report

The whole Kit, on screen. Your venues each with a printable Safekeeping Sheet, who to call first, the order that helps, and a checklist that tracks what is already done.

Sheets record the safe facts for you and leave the sensitive lines for your hand, on paper.

Rehearsal

Walk the path your person would take. A step-by-step rehearsal of the week your named person would actually have, drawn from your own answers, venue by venue. No secrets anywhere.

Each step shows which checklist item makes it true, so rehearsal turns into readiness.

Private and yours. The dashboard is private to you, open for a one-month access window, and printable to a watermarked PDF for your records.

What's in the Kit

Four layers, one document.

Every Kit is personally assembled around your exchanges and wallets. The layers below are the pattern; the specifics change with your setup.

Layer 01 · Your overview

Your own clear picture

Everything a Review delivers. What you own, where it lives, the custody map (who holds the keys for each place, you or a company), concentration and data gaps, and the questions worth asking.

Layer 02 · Family layer

Plain-English handoff

Written so a trusted person can follow it without a background in crypto. What each venue (the exchange or wallet service where a holding lives) is, how access recovery works there, and what to do first.

Layer 03 · Professional layer

Reference for the professional

For the executor, lawyer, or accountant (a fiduciary, meaning someone acting on your behalf) who may need to verify things quickly.

  • Venue-by-venue reference notes: custody model, recovery model, jurisdiction, and estate contact channel
  • Access recovery model for each wallet type, described, not stored
  • A Canadian tax and probate reference: the deemed disposition at death, valuation, T1135, and probate by province, framed for the accountant and lawyer
  • Dated sources, cross-checked, so a professional can verify quickly
Layer 04 · Safekeeping sheets

The record, not the secret

  • Existence and location of each backup, never the words
  • Where each hardware wallet (a small physical device that holds keys offline) is stored and how it is labelled
  • A short checklist a trusted person can complete calmly
How it's assembled

Researched per venue. Cross-checked. Dated sources.

Every venue in your Kit is researched at the time your Kit is built. Custody model, recovery process, jurisdiction, and the estate contact channel where the venue publishes one. Sources are dated so a professional can see what was true, and when.

The per-venue estate research and your Safekeeping Sheets are assembled around your actual setup, not a generic template, and reviewed line by line before your Kit is sent. The plain-English guidance on how each custody type works and recovers is written once, to one consistent standard, so it is the same clear explanation for everyone. If a venue or wallet is not one we can source cleanly, we say so in the document rather than guess.

The Kit records existence and location. It never records the words that would let anyone move funds. No seed phrase, private key, or password is ever collected, stored, or written down.

Never a single map. The summary pages name what exists, who to contact, and how access is arranged, but no exact locations. The Safekeeping Sheets record exactly where, one per venue, meant to be detached and stored apart from the rest. A record of what you hold, together with exactly where every backup lives, is valuable to the wrong person too. Splitting the two means no single page, found on its own, is a map to everything.

See a sample

A Kit, redacted, in the shape of a real one.

The sample is 10 pages, built for a made-up buyer with a small typical setup. It shows the structure: overview, family layer, professional layer, and safekeeping sheets. Your Kit follows the same pattern, at the size of your setup.

See the 10-page sample Kit (PDF) →

How to buy

Two steps, three business days.

Two steps to buy

Pay and send your selections, in either order.

  1. Nothing to pay. Orders are paused, so this step is on hold.
  2. Use the short form on this page (or email us directly) to send your selections: which exchanges and wallets you use, where your primary storage sits, and who the Kit should be prepared for. Your Kit is personally assembled and delivered by email as a PDF within three business days of receiving them, with one round of clarification by email if anything is unclear.
Not taking new orders

The Review and the Estate Kit are both paused while I catch up. Nothing is for sale on this page today, and I would rather say that plainly than take money I cannot turn around.

14-day money-back guarantee. If you're not satisfied with your purchase, email us within 14 days of delivery for a full refund. No questions asked.

Send your selections

Which exchanges and wallets should your Kit cover?

A few lines is plenty. You can send this before or after paying. Your name and email so we can reply.

We never ask for a seed phrase, private key, or exchange password, and you should never put one in this form. The Kit records existence and location only, never the words.
Not taking new orders

The Review and the Estate Kit are both paused while I catch up. Nothing is for sale on this page today, and I would rather say that plainly than take money I cannot turn around.

We'll reply by email about your Kit. Prefer to talk first? Email shawn@positionclarity.ca.

We never ask for a seed phrase, private key, or exchange password, and the Kit never stores one. The Kit is a reference document, not a will, power of attorney, or estate plan; those come from a lawyer. Position Clarity is not registered with any Canadian securities regulator. Educational and organizational only, not financial, investment, tax, or legal advice.