Client Stories — Workspace Cedarway

Testimonials

After my husband passed, I found his Trezor notes in a shoebox and a password hint on a Post-it behind the refrigerator. The binder team had helped us organize everything two years earlier, and I knew exactly which tab to open first. Without that binder, I would still be searching.

— Young-sook Han, binder preparation client, Dalseo-gu, Daegu

We have four siblings and three different hardware wallets between us. The family briefing session was awkward at first — nobody wanted to talk about inheritance — but the facilitator kept us on the section order and we left with a shared understanding. I only wish we had done it sooner.

— Tae-woo Jeong, family briefing client, Seo-gu, Daegu

The record review was honest about what we were missing. Eun-ji did not try to upsell us on a full binder when a simple checklist would do. We ended up doing the binder anyway six months later, but I appreciated the straightforward advice.

— So-yeon Kim, succession record review, Suseong-gu

Assembly took closer to five weeks than four because we kept finding old exchange printouts. The team was patient, though communication between weeks two and three was quieter than I expected. The final binder was thorough.

— Jae-ho Lim, binder preparation client, Buk-gu, Daegu

Case Note: The Park Family Binder

Situation: Mr. Park, 68, held assets across two hardware wallets and maintained paper records for a multisig arrangement with his brother. His adult children lived in Seoul and Busan and had no knowledge of wallet recovery procedures.

Engagement: Full inheritance binder preparation plus a family briefing with three heirs present.

Approach: During intake, we catalogued two Ledger devices, one multisig instruction sheet, and correspondence with a Gyeongbuk probate attorney. We created separate tabs for each device, a multisig flowchart, and a contact page for the attorney. The sealed emergency envelope contained location references only — seed phrases remained in Mr. Park’s personal safe.

Outcome: At the briefing, each heir confirmed they could locate the binder, identify the correct tab for each device, and knew whom to call before attempting any recovery steps. Mr. Park stores the binder in his home safe with a register entry noting its location.

Case Note: Record Review Before Relocation

Situation: Ms. Choi planned to move from Daegu to Jeju and wanted to verify her succession notes were complete before packing.

Engagement: Single succession record review session.

Approach: She brought two notebooks and a folder of exchange withdrawal confirmations. Our gap checklist identified a missing heir phone number, an outdated attorney contact, and no written procedure for her second hardware wallet.

Outcome: Ms. Choi updated her records independently and scheduled binder preparation three months after settling in Jeju. Courier delivery was arranged to her new address.

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