Estate Planning Services

This service helps fiduciaries build a complete and secure inventory of a client’s digital assets, including wallet locations, exchange accounts, hardware devices, seed phrase storage methods, staked assets, NFTs, and any accounts requiring technical access credentials. We identify gaps, weaknesses, and high-risk practices — such as single-point-of-failure key storage or unbacked wallets — and provide technical recommendations to reduce the risk of loss, theft, or inaccessibility. Inventory deliverables are formatted for easy integration into attorneys’ estate planning packets or trust officers’ internal records.

We develop structured, secure, step-by-step succession playbooks that allow attorneys and trustees to manage and transfer digital assets without needing technical expertise. These frameworks outline how a decedent’s digital asset keys, seed phrases, device access, and wallet information should be documented, stored, accessed, and released to beneficiaries. Each framework is custom-tailored for the client’s specific wallet types, platforms, and risk profile, and is designed to prevent permanent asset loss due to mismanagement or technical errors.

Crypto Estate Advisor provides specialized technical support for court-appointed receivers, estate administrators, conservators, and trustees responsible for identifying, securing, and managing crypto assets under legal control. This service helps fiduciaries navigate situations where digital assets are improperly documented, scattered across exchanges and wallets, or at risk of loss due to missing credentials.

Crypto Estate Advisor supports professionals in evaluating and integrating third-party custody platforms into estate planning workflows. This includes assessing the suitability of custodians (regulated trust companies, qualified custodians, or institutional wallet providers), designing technical interfaces between the estate plan and the custody provider, and guiding implementation of secure onboarding procedures. We also help firms build internal policies for working with custodians—such as beneficiary credential controls, internal role permissions, and recovery workflows.