How Working with The Bitcoin Adviser Actually Works
You're considering collaborative security for your bitcoin, but you're wondering: How does this actually work? What happens after I engage you? Is this going to be chaotic?
This page answers those questions directly. We've designed our process to be clear, structured, and stress-free. No surprises, no technical overwhelm.
Your Journey Overview
Here's the high-level flow of what happens when you work with us. Every step is designed to build confidence and remove uncertainty.
Step 1 · Discovery & Fit
We start with a conversation to understand your situation, assess fit, and answer your questions. No pressure, no sales pitch. Just honest dialogue about whether we're the right partner for your bitcoin security needs.
Step 2 · Agreement & Planning
If we're a fit, we'll send an agreement outlining our partnership. Once signed, your dedicated adviser begins planning your setup. We'll recommend exchanges, guide hardware selection, and prepare everything for your vault creation.
Step 3 · Vault Setup
Your adviser guides you through setting up your collaborative security vault in a live session. We use Theya, multisig wallet software that makes the process simple. Most clients complete this in one 15-minute call.
Step 4 · First Deposit
Once your vault is ready, you'll transfer bitcoin from your exchange. We guide you through your first transfer and every subsequent one. You set the pace. No rush, no pressure.
Step 5 · Estate Planning
With your vault secure, we help you create your Estate Plan Protocol: a documented playbook that ensures your heirs can access and manage your bitcoin if needed. Your adviser walks you through this step-by-step.
Step 6 · Ongoing Partnership
You're now part of a long-term governance partnership. Quarterly reviews, on-demand support for transfers and withdrawals, and ongoing guidance whenever you need it. Your adviser remains your primary point of contact.
What Happens First
After you reach out or book a call, here's exactly what to expect:
Initial Conversation
We'll schedule a brief discovery call (typically 30-45 minutes) to understand:
- Your current bitcoin situation
- Your security concerns and goals
- Your family and estate planning needs
- Whether our collaborative security model fits your needs
This isn't a sales call. It's a mutual fit assessment. We'll be honest if we're not the right fit, and we'll explain exactly how we can help if we are.
Resources & Education
During and after our conversation, we'll share relevant resources to help you understand:
- How collaborative security works (see our Security Centre)
- What the setup process involves
- How estate planning integrates with your vault
- What ongoing support looks like
Take your time reviewing everything. We want you to feel confident and informed before making any commitments.
The Setup Process
Once you've decided to proceed, here's what the setup actually looks like. It's designed to be straightforward, not overwhelming.
Before Your Setup Call
Your adviser will guide you on what you'll need:
- Hardware key: Typically a Trezor device (we'll help you order the right model)
- Exchange account: We'll recommend regionally compliant exchanges
- Secure email: We'll emphasize security best practices
We don't expect you to know everything upfront. Your adviser answers questions at every step.
During Your Setup Session
Your adviser stays on the call throughout the entire process:
- You'll download the Theya wallet app together
- We'll configure your multisig vault step-by-step
- We'll test everything to ensure it works correctly
- We'll answer questions as they come up
Most clients complete vault setup in about 15 minutes. There's no rush. We adjust the pace to your comfort level.
The Ongoing Relationship
Collaborative security isn't a one-time setup. It's a long-term governance partnership. Here's what that looks like in practice:
Regular Support
Your Bitcoin Adviser team is available whenever you need help:
- Transferring bitcoin from exchanges to your vault
- Making withdrawals when you need to access funds
- Understanding how transactions work
- Managing your estate plan protocol
- Any questions about your setup
No question is too basic. We're here to guide you until you feel confident.
Quarterly Reviews
Every 90 days, we check in to:
- Review your vault health and security
- Update your estate plan protocol if needed
- Discuss any changes in your situation
- Answer questions about ongoing bitcoin management
These reviews ensure your setup stays aligned with your goals and circumstances.
Want to understand the full partnership? See our Client Lifecycle page for a deeper look at how we work with families over the long term.
What Makes This Different
bitcoin security shouldn't be stressful or chaotic. Here's how we ensure your experience is smooth:
No Technical Overwhelm
You don't need to be a bitcoin expert. We handle the complexity so you don't have to. Every step is explained in plain language, and your adviser guides you through everything personally.
Structured, Not Rushed
We move at your pace. Whether you need time to understand concepts, gather information, or simply feel comfortable, we adjust our timeline to yours. No pressure, no deadlines.
Continuous Guidance
Your adviser relationship doesn't end after setup. You have ongoing access to the same person who helped you get started, ensuring continuity and familiarity.
Documented Everything
Your estate plan protocol ensures your heirs know exactly what to do if needed. No guessing, no confusion. Just clear, documented steps that work when it matters most.
Frequently Asked Questions
How long does the setup process take?
Most clients complete vault setup in one to two adviser sessions once hardware is ready. The actual vault creation takes about 15 minutes during your setup call. Transfers depend on exchange verification and bank wire timing.
Do I need to be technically skilled?
Not at all. We handle the technical complexity for you. You'll learn what you need to know through our guidance, but we don't expect any prior technical knowledge.
What if I have questions after setup?
Your adviser remains your primary contact for all questions. Whether it's transferring funds, making withdrawals, or understanding how something works, we're here to help. No question is too basic.
Can I change my mind later?
You maintain full control over your bitcoin at all times. You can withdraw funds, change signers, or adjust your setup as needed. We're here to support your decisions, not restrict them.
How does collaborative security actually work?
Your bitcoin is secured in a 2-of-3 multisig vault. You hold one key, we hold one key, and an independent custody provider holds the third. Any transaction requires 2 of 3 signatures, meaning you're always in control, but never alone. Learn more in our Collaborative Security overview.
What happens if I pass away or become incapacitated?
Your Estate Plan Protocol documents exactly what your heirs need to do to access your bitcoin. We work with your executors to ensure a smooth transition. Your vault is designed for generational continuity. See our Estate Planning page for details.
Ready to Get Started?
If you're ready to own generational bitcoin without losing sleep, let's have a conversation.