Help clients think through what happens to Bitcoin if they die, become incapacitated, or need family members to access assets in a crisis.
Bitcoin inheritance is not just a paperwork issue. A will can name the beneficiary, but it does not by itself produce the keys, procedures, or operational clarity the beneficiary will actually need.
A will or trust can describe intent, but access planning still depends on how the Bitcoin is held and how instructions are stored.
The more control the client has, the more care is needed around recovery, backup procedures, and beneficiary education.
Estate attorney, advisor, and Bitcoin specialist each handle different parts of the solution. Confusing those roles creates avoidable failure points.
Use this to identify where the estate plan is conceptually ready and where implementation risk still exists.
Choose your inputs and generate tailored guidance.
When inheritance planning starts to shape the custody choice, use the full custody framework in the advisor toolkit. It helps you move from family access concerns into a practical recommendation without pretending to implement the solution yourself.
Advisor responsibility: Coordinate the estate conversation, make the next step explicit, and ensure Bitcoin is not left out of broader wealth transfer planning.
Specialist responsibility: Design recoverable custody architecture, backup logic, collaborative signing structures, and implementation details that legal documents alone cannot solve.
Advisors coordinate the inheritance plan. Specialists make the access plan real.
This module is designed to stay practical and verifiable. Use these reference points when you adapt the material for client-facing use.
Test your understanding of the key concepts from this module.