Annual Hold Planning
A planning session for holders who want a written annual schedule rather than ad-hoc wallet checks.
Busan · Offline Holdings Review
When wallets sit untouched, a careful checklist matters more than a hurried glance
Desktopsummitpath prepares dormant wallet review sessions for holders who revisit cold storage once or twice a year — with paper trails, seed-phrase verification steps, and no rush to act.
What We Do
Structured reviews for wallets that rarely move
Most of our clients hold assets in hardware wallets, paper backups, or air-gapped setups they check infrequently. That infrequency is sensible — but it also means each review carries more weight. A missed address label, an outdated passphrase note, or an unverified derivation path can sit unnoticed for years.
We guide holders through a printed and digital checklist tailored to their storage layout. Sessions take place at our Nam-gu office or via encrypted video call, depending on what the holder prefers.
Every engagement ends with a dated review summary the holder keeps. We do not custody keys, move funds, or execute trades. Our role is documentation discipline: confirming what exists, where backups live, and what still needs attention before the next review cycle.
Our approachReview Sessions
Three ways holders work with us
Dormant Wallet Review
Walk through address labels, backup locations, passphrase notes, and derivation paths with a printed checklist and dated summary report.
Seed Phrase Verification Audit
A focused 90-minute audit where you perform the checks while we guide the sequence and document outcomes.
Holder Accounts
My Ledger had sat in a drawer since 2021. The session caught that my second passphrase note referenced an old label scheme — nothing catastrophic, but exactly the kind of drift I would have missed on my own.— Min-jun K., quarterly review client, Gyeonggi
The checklist format suited my pace. I appreciated that the reviewer never pushed me to consolidate or rebalance. One section on fee estimation felt thin for my setup, but we scheduled a follow-up to cover that.— Sarah L., annual dormant wallet review, Seoul
Available on the Microsoft Store
Our printable checklist companion is listed for holders who prefer a desktop reference between review sessions.
From the Journal
Field notes on careful holding
Why annual wallet reviews beat reactive panic checks
Holders who schedule one deliberate review per year catch label drift and backup gaps before they become recovery problems.
Labeling change addresses after old transfers
Unlabelled change outputs are the most common gap we find in dormant wallet reviews across South Korean holders.