Advisor Readiness Kit — Preview
Preview selected tools from the Advisor Readiness Kit. The full kit includes working templates for custody mapping, recovery readiness, specialist handoff, client meeting scripts, role boundaries, and counsel-reviewed engagement language. Everything is built around one rule: advisors guide and document; specialists implement.
Free preview tools
Client Discovery Questionnaire
Twenty intake questions across existence, custody, continuity, and records. Free to use and print.
Seed Phrase Red-Flag Protocol
The never-handle-keys rule, the warning signs, and the decline scripts. Free to use and print.
In the full kit — $499
Custody Lanes Worksheet
Per-holding mapping: who controls access, who could help recover, who owns the follow-up.
Recovery-Readiness Scorecard
Nine dimensions, 1 to 5, with honest anchors and next-step bands.
Specialist Handoff Memo
The referral memo that briefs the specialist and documents your boundary.
Client Meeting Scripts
Three meetings with timing, talking points, and exit criteria.
Advisor Role-Boundary Checklist
The do and do-not lists, plus the boundary sentence worth memorizing.
Engagement-Letter Language
Sample boundary clauses prepared for your counsel to adapt.
Included with Advisor Bitcoin Readiness Training and the firm workshop tier where applicable.