Home and custody review template
Keep household access details and custody details in appropriately restricted records. This form records responsibilities and unresolved issues, not secret material.
Household review
Review owner and date: ____________________________________________
Professional assessor and verified contact if engaged: ____________________
Who can enter and who can issue new access: __________________________
Who can view cameras or change alarm settings: ________________________
After hours response provider and fallback contact: _______________________
Fire, intrusion and medical plans understood by: _________________________
Dependants or accessibility needs accounted for by: ______________________
Last arranged alarm and communication test: ___________________________
Highest priority fix, owner and due date: _______________________________
Custody review
Custody review owner and qualified adviser: ____________________________
Daily spending and operations limits documented in restricted record: _______
Can one person or account reset all required authority: ___________________
Are signers or recovery routes exposed to one shared failure: _______________
Who can change limits, modules, delegates or recovery rules: _______________
Provider outage and unavailable signer process checked on: _______________
Last controlled recovery drill and result: _______________________________
Incapacity and estate authority reviewed with counsel on: _________________
Exceptions need an owner
Unresolved issue: __________________________________________________
Temporary protective measure: _______________________________________
Person responsible and next review date: _______________________________
Do not write here: recovery words, private keys, PINs, passwords, exact reserve balances, camera blind spots or backup locations. Use a secure specialist process for any necessary sensitive detail.
A completed form is not a passed assessment. Someone must verify that the real systems and people behave as the form describes. A proposed control that has not been tested should remain marked “unverified.”