The Crypto Inheritance Checklist
5 Essential Steps to Ensure Your Heirs Can Access Your Digital Assets
If you hold Bitcoin, Ethereum, or other digital assets, here's a hard truth: your heirs probably can't access them if something happens to you.
Exchanges freeze accounts. Seed phrases get lost. Passwords die with their owners. This free checklist covers the 5 non-negotiable steps every crypto holder needs.
Document Your Holdings
Create a complete inventory of what you own, where it's stored, and how to access it. Include exchange accounts, wallet addresses, and hardware device locations.
Choose the Right Storage
Understand the difference between exchange custody, hot wallets, and cold storage — and why it matters for inheritance. Not all storage methods are inheritable.
Create a Beneficiary Access Plan
Design a system where your heirs can access your holdings without compromising your security today. This requires careful planning — not just writing down passwords.
Fund Your Trust with Digital Assets
If you have (or need) a trust, learn how to properly include digital assets in the trust structure. Generic estate planning language doesn't cover crypto.
Test Your Plan
Walk a trusted person through your access plan — without actually giving them access. If they can't follow it, your heirs won't be able to either.
When the phone is found — and the seed isn't
Don't leave your family guessing where the keys are
A phone, an exchange app, and no workable backup plan leaves heirs stuck. The Complete Protection Bundle walks you through seed backups, beneficiary access, and inheritance checklists — step by step.
Complete Protection Bundle
Protect what you’ve built — and who inherits it.
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Educational only. Not financial advice.
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