How Rotation Planning Works

Every engagement follows a documented sequence. This page describes the stages so you know what to expect before booking.

Stage 1: Intake

A 30-minute call to confirm your device count, preferred format (in-person or remote), and any upcoming deadlines — such as a planned device purchase or estate attorney review.

Stage 2: Preparation

We send a blank inventory template. You fill in approximate purchase dates and device models. You do not enter seed phrases or passphrases on this form.

Stage 3: Session

StepActivityDuration
ADevice identification — serial numbers, firmware versions60 min
BRotation interval discussion — manufacturer guidance vs. your risk tolerance45 min
CArchive cross-reference — linking retired units to active ledger30 min
DLedger drafting and review45 min

Stage 4: Delivery

Printed ledger, encrypted USB with PDF copy, and a laminated quick-reference card listing active device count and next rotation date.

These are starting points discussed during your session, not fixed rules:

Device TypeSuggested Review Interval
Ledger Nano seriesEvery 3–4 years or after major firmware change
Trezor Model T / Safe 3Every 3–4 years
Coldcard Mk4Every 4–5 years
Retired / archived devicesAnnual archive audit

Your personal interval may differ based on usage patterns, environmental storage conditions, and family access requirements.

Companion App

Clients who complete a rotation planning session may use our read-only calendar app to view agreed rotation dates.

Ready to Begin?

Review our consultation details or proceed directly to the contact form.

Companion Reference App

Available on the Microsoft Store

A read-only rotation calendar for clients who have completed a planning session. Displays your agreed rotation dates — never your seed phrases or private keys.

Get it from Microsoft

Schedule Your Intake Call