Estate Planning & Inheritance | The Bitcoin Adviser
Estate Planning & Inheritance

Keep Bitcoin Recoverable For Decades

We build collaborative security estate plans that remove single points of failure and give heirs confidence when it matters. Combining legal frameworks with technical rehearsal ensures no executor or beneficiary is left guessing—whether you are documenting a first hardware wallet or safeguarding generational wealth.

Quick Read

  • Document every key location and signer responsibility with tested playbooks.
  • Use a collaborative security vault so no one—including us—can move funds alone.
  • Deliver a bespoke Estate Plan Protocol and rehearse recovery steps yearly—use the adviser-provided completion guide alongside the Estate FAQ for rapid reference.
Risk Landscape

Why Traditional Estate Plans Fail Bitcoin

Common Failure Modes

  • Single signer custody—funds frozen or lost when the key holder is gone.
  • Heirs inherit words without understanding the process.
  • Professionals lack the credentials or training to execute recovery.

The Collaborative Alternative

  • Three-party multisig vault with rehearsed approvals.
  • Documented distribution trees with named backups.
  • Adviser-led onboarding for heirs, trustees, and legal teams.

⚠️ Reality Check

“Bitcoins are most often lost when one thing goes wrong.” Read our breakdown of how single-signer plans fail, and see why diversification across people, locations, and time is non-negotiable.

Blueprint

The Estate Planning Process

Discovery

Document holdings, current custody, and the legal structure. Identify who must be involved and map key dependencies.

Vault Construction

Deploy collaborative security with your preferred vault partner. Establish signer rules, escalation paths, and backup protocols.

Estate Plan Protocol

Formalise the Estate Plan Protocol—legal directives, distribution logic, and staged instructions for heirs—integrated with trust documents, wills, and business continuity plans. Reference the completion guide sent by your adviser while you draft.

Rehearsal & Review

Walk heirs and professionals through the recovery process. Schedule yearly check-ins to refresh contacts and confirm vault health.

Documentation

What We Produce Together

Estate Plan Protocol

  • Plain-language explainer for the family and fiduciaries—paired with our completion guide delivered privately after onboarding.
  • Contact tree, escalation matrix, and signer map.
  • Checklist for the first 24–72 hours after an incident.

Technical Runbooks

  • Key handling, signatures, and device usage.
  • Disaster recovery for loss of a signer or hardware.
  • Step-by-step rehearsal scripts.

Legal Insert Pack

  • Executor letters and trustee addendums.
  • Notary-ready statements for jurisdictional needs.
  • Integration guidance for existing estate counsel.

Family Workshop Deck

  • Visual walkthrough of the vault and roles.
  • Scenario planning for minors and future signers.
  • FAQs linked to the Estate Planning FAQ.
Integrations

Align With Your Professional Team

Advisers & Trustees

  • Joint workshops to align language across fiduciaries.
  • Service-level agreements and response protocols.
  • Professional certification through our education arm.

Legal & Tax Counsel

  • Templates for letters of direction and memorandums.
  • Guidance on jurisdictional reporting requirements.
  • Introductions to experienced Bitcoin estate attorneys.
Proof Points

What Families Appreciate Most

100% of clients rehearse recoveries yearly. 0 custody losses across our collaborative vaults.

“The documentation is thorough, readable, and precisely what our trustees needed.” — Family Office Client, 2024

Secure Generational Continuity

Pair estate planning with Collaborative Security and ongoing Education & Advisory support. Start with a discovery call to evaluate your current readiness.

Book A Planning Session Review Estate FAQ