# Premium & Private customer onboarding call readiness list

## Complete this checklist before your onboarding call to help things go as smoothly as possible.

**This checklist is for Premium members who received a Trezor-based onboarding package.** If you are a Private Client, or if you are using a hardware device other than Trezor, please contact your Client Services representative before your onboarding call. They will provide a tailored readiness checklist for your configuration.

⏱️ **Estimated time to complete this checklist: 15–30 minutes**

We’re excited to meet you and give you the confidence that your bitcoin is protected, so you can focus on what matters most.

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**What to expect on your onboarding call**

Before diving into the checklist, here's a quick overview of what we'll cover together on the call so you know exactly what you're preparing for:

- Set up your 5-Key vault for BTC (or ETH/USDC/USDT if applicable)
- Make your first deposit into your vault
- Walk through security best practices and geographic distribution of your hardware keys
- Collect your duress word and emergency contact
- Explain how our Inheritance feature works and prepare you for its setup
- Discuss the Sovereign Recovery process

📞 **Your onboarding call will take approximately 60–75 minutes**

📌 **Note:** If we are unable to finish all of these steps during the initial call, we will book a second, shorter call to complete your onboarding.

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**Your pre-call checklist**

**💻 Computer & software**

- Ensure you have access to a laptop or desktop computer running macOS or Windows 11 (or later)
- Ensure you have Google Chrome installed on your computer
- Download and install Trezor Suite on your laptop or desktop from [trezor.io/trezor-suite](http://trezor.io/trezor-suite)

**📱 Casa app**

- Ensure you have the Casa mobile app installed and can log in on your phone

**🔧 Hardware devices (Trezor)**

- Open both Trezor boxes and remove the packing stickers from the screen and the bottom of each device
- Confirm you can plug the Trezor devices into your computer — either directly or using one of the adapters included in your onboarding package _(the adapter is in the small purple plastic bag)_

**📄 Physical materials**

- Locate the two seed phrase cards inside one of the Trezor boxes _(found inside the green "Get Started" sleeve)_ and have a pen nearby
- Ensure your tamper-evident bags and device labels are out and ready to use

**🎥 Pre-call video**

- Watch this video walkthrough of how to set up a 5-Key vault — it's a helpful preview of what we'll cover on the call together:

How to set up a 5-key vault \| Casa - YouTube

[How to set up a 5-key vault \| Casa](https://www.youtube.com/watch?v=NlVr6uSVLBQ)

**💸 If you'd like to make a test deposit during the call**

- Have access to the platform, wallet, or keys where your funds currently reside so you can send a small test amount to your new Casa vault during the call

**🆘 Emergency contact**

- Think of an emergency contact who can be reached in a duress situation — ideally someone who does not live in your home

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⚠️ **Important:** Your seed phrase cards contain the backup to your hardware devices. Never photograph them, store them digitally, or share them with anyone — including Casa staff. We will never ask for your seed phrase.

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**Questions before the call?**

If anything on this list is unclear or you'd like help getting set up in advance, don't hesitate to reach out.