The continuity asset your family should never have to improvise.
A private continuity asset issued to clients after onboarding.
Your legal documents may name who has authority over your estate. But Bitcoin also requires operational clarity: who to contact, what not to share, what not to move, and how recovery should begin.
The Estate Plan Protocol is designed to give your family, executor or trustee a calm starting point when they need one most, without exposing private keys or replacing your legal estate documents.
- It does not replace your will.
- It does not expose private keys.
- It does not publish secret recovery material.
It gives your family the operational context legal documents usually do not.
Most estate planning tells your family who has authority.
The Estate Plan Protocol helps them understand how to begin acting safely.
- Issued to clients after onboarding.
- Designed for spouses, executors, trustees and heirs.
- Helps align legal authority with practical Bitcoin recovery.
- Stored privately by the client with their estate materials.
- Complements wills, trusts and legal advice without replacing them.
Authority on paper is not the same as knowing what to do.
Bitcoin inheritance often fails in the gap between legal authority and operational control. A will may name an executor. It rarely prepares that person to act safely with bearer assets under stress.
Families are left improvising: searching for clues, trusting the wrong instructions, or freezing because no one knows where to begin. That is when irreversible mistakes happen.
The Estate Plan Protocol exists to close that gap: not by publishing secrets, but by giving the right people a calm, client specific starting point when a serious life event occurs.
More on the failure mode: Why instructions are not a plan.
One of the most valuable things you receive after onboarding
For many clients, the Estate Plan Protocol is what turns Bitcoin custody from something only they understand into something their family can actually act on.
It reduces panic
Your family should not be forced to interpret Bitcoin custody under stress.
It gives fiduciaries a starting point
Executors and trustees need more than legal authority. They need operational direction.
It protects against dangerous improvisation
The wrong person, wrong instruction, or wrong recovery step can create irreversible risk.
It keeps secrets off the page
The protocol is designed to support recovery planning without turning an estate document into a security vulnerability.
Issued after onboarding. Owned by you.
The Estate Plan Protocol is not a public download or generic template. It is a personalised continuity asset delivered as part of The Bitcoin Adviser onboarding and implementation process, once your custody structure is in place.
- Personalised to your situation, not a one size fits all checklist.
- Designed for the people who may one day need to act: spouse, executor, trustee, or heir.
- Stored privately by you with your will, trust materials, and related estate documents.
- Part of collaborative security, alongside vault design, documentation, and continuity support.
How onboarding works: What to expect.
What the Estate Plan Protocol is and is not
The Estate Plan Protocol is not a public template, legal instrument, seed phrase document, or generic checklist. It is a client specific continuity asset issued as part of The Bitcoin Adviser onboarding and implementation process.
| It is | It is not |
|---|---|
| A private continuity asset for clients | A will, trust, or legal estate instrument |
| Operational context for fiduciaries | Legal advice or tax advice |
| Designed to support safe recovery planning | A place for seed phrases or private keys |
| Stored and controlled by the client | A public document or marketing template |
| Issued through the TBA service model | A generic Bitcoin estate checklist |
Formal boundaries: Scope, risks & important information.
How it fits the TBA model
The Estate Plan Protocol sits alongside the custody and continuity work that makes long term Bitcoin survivable: collaborative security, professional key agent support, estate planning alignment, and family readiness.
- Collaborative Security: resilient custody without single points of failure.
- Key Agent: professional continuity support inside client controlled multisig.
- Estate Planning & Inheritance: aligning legal authority with operational control.
- Bitcoin Executor Support: orientation for executors and trustees.
- Continuity: life events, succession, and governance change.
Common questions
What is the Estate Plan Protocol?
A private continuity asset issued to clients after onboarding, designed to help the right people begin the recovery process safely when a serious life event occurs.
It complements wills, trusts, and legal advice. It does not replace them.
When do clients receive it?
After onboarding, as part of the implementation phase of the client relationship.
It is one of the continuity assets clients receive once their Bitcoin custody structure is established with The Bitcoin Adviser.
Does it contain private keys?
No. It is designed to support recovery planning without exposing private keys or secret recovery material.
That separation is intentional: estate documents should guide action, not become a security vulnerability.
Do we still need our own attorney?
Yes. Your legal professionals should structure wills, trusts, and beneficiary designations.
The Estate Plan Protocol provides operational continuity context so legal authority and Bitcoin control can align in practice.
Can I download a copy of the protocol online?
No. The Estate Plan Protocol is not a public template.
It is a client specific asset issued through onboarding. If you are already a client, use the completion guide for your issued document.
Make your Bitcoin estate plan executable
Your family does not just need to know who inherits your Bitcoin. They need to know how to start the right process safely.