Preparation tool
Put the questions in order before the session.
Select what you want to resolve. Build a working list that connects records, decisions, and guides. Tick off your preparation and download a copy to keep.
No documents or personal details are requested. The topic in your link returns on reload; your changes and completion marks are not saved. Download the list to keep a copy. This tool organises preparation; it does not calculate eligibility or recommend a jurisdiction.
Your preparation list.
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What must change, for whom, and by when? Separate a firm external deadline from a preference.
Open the related guideList citizenships, current residence, tax residences, businesses, family members, and the professionals already involved. Keep the actual records in your own secure storage.
Open the related guideRecord how the wealth was earned, how the amount for this project is held, and the transfers that connect those stages. Note gaps before ordering certified documents.
Open the related guideDocument invoice creation, quote expiry, network selection, confirmation, order fulfilment, refunds, and reconciliation. Identify who may change wallet and webhook settings.
Open the related guideCover wrong network, partial or late payment, duplicate webhook, unavailable provider, and refund handling. Keep private keys and recovery phrases out of this checklist.
Open the related guide