Annual Holdings Review Binder
Year-end refresh of wallet inventories and valuation notes for clients who already maintain offline records with us.
DetailsDaejeon · Cross-border documentation
Residency record packs for holdings kept offline
Service Elm Path prepares bound, human-readable record packs that document cold wallet holdings for residency filings, estate planning, and cross-border relocation—without exposing private keys or seed phrases.
Physical record packs, prepared in Daejeon and shipped under agreed custody terms.
What we document
Cold holdings described in language auditors and counsel can read
Wallet inventory sheets
Device types, derivation paths you choose to disclose, address labels, and acquisition dates—formatted for residency questionnaires that ask about offshore assets without demanding exchange logins.
Cross-border residency annexes
Country-specific addenda for Korea, Japan, Singapore, and common EU filing formats. We align vocabulary with each jurisdiction's asset-declaration fields rather than generic crypto terminology.
Record packs
Documentation services
Cross-Border Residency Record Pack
Flagship bound documentation for cold holdings tied to residency applications, tax residency changes, and relocation filings across jurisdictions.
Details
Dual-heir Estate Record Set
Matched binders for two beneficiaries in different countries, with synchronized indexing and separate custody delivery.
DetailsOffline Wallet Tracker companion
Available on the Microsoft Store
From the field
Recent client accounts
The annex for my German Anmeldung listed each hardware wallet by label and approximate valuation date. My Steuerberater said it was the first crypto folder he could file without calling me six times.
We needed duplicate packs for two heirs in different countries. Service Elm Path matched the index numbering across both binders. One heir found the valuation methodology section dense; fair criticism, but everything was sourced.
Field notes
Journal
Labeling hardware wallets for residency questionnaires
Why consistent device labels matter when immigration forms ask about offline assets without room for technical footnotes.
Watch-only evidence without exposing signing keys
Methods clients use to prove balances on cold devices while keeping air-gapped signers offline during documentation.