Client Accounts

What Clients Report

The accounts below come from households who completed consultations with Toolkitheatherpath. Names are abbreviated or family names used with permission.

Park Family — Songdo, Incheon

Service: Household Continuity Session, March 2025

We had seed phrases in three different places and our eldest son knew about one of them. The session forced us to write down what each location was for and who should open which envelope. It took longer than I expected — we spent forty minutes just on the safety deposit box section — but the index alone was worth it. My wife said she finally sleeps better knowing there is a single document that explains everything.

Han M. — Yeonsu-gu

Service: Annual Record Review, January 2026

The consultant was careful never to ask us to show the phrases themselves. My husband appreciated that boundary. We added a second Ledger since our original session and needed the index updated. I do wish the follow-up letter had arrived a day sooner than promised, but the content was thorough and the corrections were accurate.

Choi Family — Namdong-gu

Service: Household Continuity Session + Executor Briefing, November 2024

Our daughter-in-law was named as successor but had no idea what a seed phrase even was. The executor briefing walked her through the index page by page while my husband and I watched. She left with a marked-up copy and a list of questions for our attorney. The briefing felt slightly rushed near the end — we had many questions about the bank vault section — but the core structure was clear.

Yoon T. — Bupyeong-gu

Service: Household Continuity Session, August 2025

I came in skeptical. I thought I could just write a note and stick it in a drawer. The consultant pointed out that my note named locations but not conditions — my brother would not know whether to open the fire safe or the deposit box first. The structured index fixed that. The only mild reservation: I would have liked a digital copy in addition to the printed one, but they explained why they only provide physical records.

Extended Case: The Jeong Household

Services: Initial session (2023), two annual reviews (2024, 2025)

The Jeong family held assets across four hardware wallets acquired between 2017 and 2022. Storage was split between a home safe, a bank deposit box in Incheon, and a sealed envelope held by a sibling in Busan. No single person knew all four locations.

After the initial session, the Location Index listed each wallet by label (not by balance), described access steps for each storage point, and assigned successor roles to two adult children with a condition trigger tied to medical incapacity documentation.

The 2024 review added a fifth wallet and retired the Busan envelope when the sibling relocated. The 2025 review updated successor contact details after a marriage. The Jeong family reports that the annual review takes less time each year because the structure is already established.

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