Crypto Holder Security Workbook — Audit Wallets, Plan Inheritance & Beat Scams | PDF

Crypto Holder Security Workbook: Audit Wallets, Plan Inheritance & Beat Scams | Printable PDF

Could this be you?

• Your seed phrase is saved in a photo, a notes app or the cloud.
• Your exchange account still uses text-message codes for two-factor.
• You're not sure you'd spot a fake "exchange support" agent in your DMs.
• You've connected your wallet to claim a "free airdrop."
• Nobody else knows your crypto exists.
• Your family wouldn't know how to access it if something happened to you.

In crypto, there's no fraud department to call. Transactions can't be reversed, there's no FDIC insurance, and anyone with your seed phrase has full control of your funds. On top of that, an entire industry of scams is built to target crypto holders specifically. One mistake can be permanent.

This workbook helps you lock it down. Work through your wallets, seed-phrase storage, scam awareness, day-to-day habits and inheritance plan in 3 pages of checkboxes and write-in blanks. Complete one for each meaningful holding, and keep it somewhere safe and offline.

What's inside (9 sections):

• Your Holdings: your wallets, exchanges and hardware.
• Wallet Security: a hardware wallet, app-based 2FA (not SMS), withdrawal whitelists and anti-phishing codes.
• Seed Phrase Storage: on paper or steel, offline, backed up in a separate place, and never photographed or saved to the cloud.
• Scam Awareness: pig-butchering, "guaranteed returns," fake support agents, wallet-draining airdrops and recovery scams.
• Operational Habits: check addresses character by character, send a test transaction first, use bookmarked URLs, and keep hot and cold storage separate.
• Inheritance Planning: who knows, where access is documented (where, not what), and how it ties into your will.
• Security Scorecard: rate yourself from 1 to 5.
• If You Were Scammed: stop, block, report to IC3, the FTC and the exchange, and avoid "recovery" services.
• Emotional Recovery: free support and next steps.

What you'll learn:

• How to store a seed phrase so it can't be stolen
• Why app-based 2FA beats SMS on exchanges
• The 5 scams built to target crypto holders
• Habits that prevent costly, irreversible mistakes
• How to plan crypto inheritance safely
• Exactly what to do if you've been scammed

Who it's for: anyone holding crypto, from first-time buyers to long-term holders, as well as people planning their estate and family members helping someone who holds crypto.

What you get:

• A 3-page printable workbook, US Letter size, as an instant download
• 9 sections with checkboxes and write-in blanks
• Inheritance planning, so your crypto isn't lost forever
• Print it and store it offline, or read it on any device
• Yours forever: complete one for each meaningful holding

Your keys, your coins, your responsibility.

Never write your actual seed phrase in this workbook. Record only where it's stored.

Great Companion Guides

• Online Banking Safety Checklist
• Payment App Safety Checklist
• Phishing Email Detection Cheat Sheet
• Credit Freeze Quick-Start Card
• Identity Theft Warning Signs Checklist
• Wire Transfer Safety Card

All Sales Final. Please reference this page for details.