For Law Firms

Secure Your Clients' Bitcoin Legacy

Your clients already hold Bitcoin, or soon will. When something happens to them, their family – and their executors – will look to you to help find it, secure it, and transfer it. Without a clear plan, that Bitcoin can simply disappear, and it often looks like a planning failure.

Our collaborative security model and Estate Plan Protocol, designed specifically for Bitcoin, give your firm a documented, repeatable framework so clients can pass on their digital wealth with confidence – and you can demonstrate that you addressed the risk.

Since 2016 Securing Bitcoin for clients

Zero Losses No satoshis lost since inception

Estate Plan Protocol Proven framework for inheritance

Global Advisers across 6 continents

Strategic Partnership

Why Law Firms Partner with The Bitcoin Adviser

The Bitcoin Adviser specialises in the practical side of Bitcoin estate planning – security, access, and recovery – so your firm can focus on the legal work. We help you move beyond “mentioning Bitcoin in the Will” to a robust, documented process that actually works when a client dies or loses capacity.

Our Estate Plan Protocol slots in alongside your Wills, trusts, and family constitutions, giving you a clear playbook for how Bitcoin will be located, secured, and released to the right people at the right time.

Expertise in Bitcoin Estate Planning

We work exclusively with Bitcoin. Your firm gains access to specialist knowledge, proven frameworks, and real-world experience from hundreds of estate situations involving digital assets.

Enhance – and Protect – Your Value Proposition

Being able to competently address Bitcoin in estate planning differentiates your firm and reduces the risk of complaints or disputes when digital assets are lost or overlooked.

Strengthen Client Relationships

Addressing your clients’ Bitcoin holdings shows you understand their full balance sheet. That builds deeper trust and keeps you at the centre of their family’s long-term planning.

Proven Track Record

Since 2016, zero satoshis lost. Our collaborative security model has been battle-tested across thousands of clients, delivering the kind of reliability high-net-worth families expect.

Seamless Integration

Our Estate Plan Protocol is designed to integrate with existing Wills, trusts, corporate structures and family constitutions, not replace them.

Stay Ahead of the Curve

Bitcoin is now a permanent feature of many client portfolios. Partnering with us ensures your firm has a clear, defensible approach before a difficult estate lands on your desk.

The Challenge

The Challenge for Legal Professionals

As Bitcoin becomes a meaningful part of client wealth, traditional estate planning approaches start to fail. “I leave my Bitcoin to my children” is not enough when no one knows where it is, how much there is, or how to access it safely.

Why Traditional Estate Planning Falls Short

Bitcoin presents unique challenges that standard processes don’t address:

Private keys and seed phrases – Access depends on specific technical information that is easily lost or mishandled.
No central authority – There is no bank or registry to call if keys are missing or instructions are unclear.
Irreversible loss – If access is lost, the Bitcoin is gone permanently. There is no reset button.
Evolving regulation – Tax and reporting obligations for digital assets are still developing and easy to misinterpret.
Security vs. accessibility – A system that is “too secure” can be just as problematic as one that is too loose if beneficiaries can’t practically follow it.

Example: A client dies holding several million dollars’ worth of Bitcoin. Their Will refers to “my Bitcoin”, but there is no recovery plan, no documentation, and no one is sure which wallets exist. The executor is left guessing, the family is distressed, and the value may be lost forever. It often looks – and feels – like a planning failure, even if the documents were technically correct.

The Bitcoin Adviser provides the specialised expertise and frameworks needed to prevent that situation and give your firm a clear process to rely on.

Our Solution

Collaborative Security for Secure Asset Transition

Our collaborative security model uses multi-signature (“multi-sig”) technology to ensure no single person or device is a point of failure. It is built from the ground up for intergenerational wealth transfer.

Multi-Signature Structure

Our 2-of-3 multi-signature model distributes control across three parties: the client, The Bitcoin Adviser, and an independent technology provider. Any two can act together; no single party can move Bitcoin alone.

No Single Point of Failure

If a client loses their key, becomes incapacitated, or passes away, the collaborative structure allows Bitcoin to be recovered by the remaining authorised parties and beneficiaries.

Client Autonomy

Clients retain meaningful control over their Bitcoin. We support them with security, procedures, and education, but we cannot unilaterally take or move their assets.

Transparency & Documentation

Processes are clearly documented, providing the transparency, audit trail, and evidence of prudence that legal professionals and beneficiaries expect.

The Estate Plan Protocol

A Playbook Built for Bitcoin Inheritance

Our Estate Plan Protocol is a structured framework for Bitcoin inheritance. It complements your Wills and trusts by dealing with the practical “how” of securing, locating, and releasing Bitcoin when it is needed.

1. Documentation & Planning

We document inheritance instructions, beneficiary information, and recovery procedures in a format that integrates with your existing estate planning documents and advice.

2. Beneficiary Education

We educate beneficiaries, trustees, and executors so they know what Bitcoin exists, who to contact, and what their role is when the time comes.

3. Recovery Procedures

Clear, step-by-step recovery procedures are documented and rehearsed. Beneficiaries can follow them even if they have no technical background.

4. Integration with Legal Documents

We work with your firm so the protocol is properly referenced in Wills, trusts, and family constitutions, and consistent with your legal advice.

5. Ongoing Maintenance

We provide ongoing support and periodic reviews so the plan stays current as client circumstances, balances, and family structures change.

Legal Implications

Why Lawyers Must Stay Informed

Understanding how Bitcoin actually works in practice is now part of protecting your clients’ estates – and your firm. Our partnership gives you a path to address Bitcoin without having to become a technical expert in wallets and keys.

Regulatory Awareness

We stay current with evolving Bitcoin and digital asset practices, so the practical elements of your clients' plans align with tax, reporting, and compliance obligations in your jurisdiction.

Risk Mitigation

A clear, documented approach to Bitcoin reduces the risk of lost assets, disputes between beneficiaries, and claims that "no one warned us how this worked".

Professional Liability

Demonstrating that you have engaged specialised Bitcoin expertise helps protect your firm if digital assets are later questioned during estate administration.

Competitive Advantage

Firms that can competently handle Bitcoin estate planning are better positioned to attract and retain high-net-worth clients who already hold digital assets.

Why It Matters

What Collaborative Security Means for Your Practice

Collaborative security doesn’t just protect Bitcoin – it reduces the number of ways an estate can go wrong. It replaces ad-hoc “my nephew knows about crypto” solutions with a professional, auditable structure.

Robust, Documented Security

Multi-signature vaults eliminate single points of failure and create a clear, documented process for access and recovery that you can reference in your file notes.

Client Control, With Support

Clients keep meaningful control of their Bitcoin, while your firm can point to an independent expert framework supporting the security and inheritance process.

Clarity for Executors

Executors know exactly who to contact and what steps to follow, reducing stress, delay, and the risk of assets being overlooked or mishandled.

Built for Intergenerational Wealth

The entire model is designed for multi-decade, multi-generational use, aligning with the long-term nature of your clients’ estate and succession planning.

What We Offer

Services for Your Clients

The Bitcoin Adviser helps your firm navigate the practical side of Bitcoin estate planning and collaborative security, while you remain responsible for the legal advice.

We don’t replace your legal role – we support it. Your team handles the legal structure (Wills, trusts, tax, family agreements). We handle Bitcoin security design, recovery planning, and beneficiary education. Our work is documented so it sits neatly alongside your advice file.

Collaborative Security

Multi-signature vaults that eliminate single points of failure while ensuring clients maintain control. Institutional-grade security with zero losses since 2016.

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Estate Planning & Inheritance

Our Estate Plan Protocol provides a robust framework for the secure, seamless transition of Bitcoin across generations, integrated with your firm’s documents.

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Education & Advisory

Education for clients, beneficiaries, trustees, and executors, so everyone understands their role and how the Bitcoin inheritance process will work in practice.

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Integration Support

We coordinate with your firm to ensure Bitcoin holdings are properly documented, referenced in legal documents, and aligned with your overall estate strategy.

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Get Started

The Next Step in Bitcoin Estate Planning

Ready to offer your clients a clear, defensible approach to Bitcoin in their estate plans? Partner with The Bitcoin Adviser to enhance your firm’s service offering, reduce risk, and give families confidence that their digital wealth won’t be lost.

Whether your clients already hold Bitcoin or are only now starting to mention it, we can help you put a robust, legally aligned framework around their digital asset estate planning.

Contact Us Learn About Estate Planning Meet Our Team