openfirst
Template · anti-scam

The Trusted-Helper Protocol

Grief attracts predators: fake "support agents", urgent "tax matters", recovery services that recover nothing. The protocol is simple — helpers are named in advance, verified before trusted, and nobody, ever, asks for seed words.

Open this template in the app The Bitcoin runbook

Name the helpers now

Each helper should know two things while you're alive: that they're in the plan, and what their lane is. Lanes prevent both gaps and collisions.

Verify before you trust — the control question

For each helper, the plan stores a personal question only the real person can answer — "what did we grill at the lake house?", not their mother's maiden name. When someone calls claiming to be the helper, the heir asks it. A stranger fails; the real person laughs and answers.

The four rules that stop nearly everything

  1. Nobody legitimate asks for seed words, passwords, or PINs. Not helpers, not companies, not the police. The question itself IS the scam.
  2. Whoever contacts YOU first is a stranger — banks, exchanges, and registries don't cold-call the bereaved with urgent problems. Real helpers are the ones the plan named.
  3. Urgency is the tell. Anything that "must happen today" can wait a week. Legitimate deadlines come on paper, with letterheads, measured in months.
  4. Two people for anything irreversible. Moving crypto, signing over property, large transfers — the heir plus one named helper, in the same room. No exceptions, especially not "helpful" new acquaintances.

If something already went wrong

No shame, fast action: call the bank/exchange to freeze what can be frozen, file a police report the same day (insurers and platforms ask for it), tell the first-call helper, and change passwords from a different device. Scammers rely on embarrassment and delay — deny them both.