Oscar Cunningham
“Very easy to deal with. Very professional.”
Wills & inheritance
Crypto Wills & Inheritance Planning US
Ensuring your cryptocurrency is accessible to the right people when it matters most.
Cryptocurrency doesn't transfer like a bank account. Without proper planning, digital assets can be permanently lost when you pass away. We help individuals and families document their holdings, prepare secure access arrangements, and ensure their crypto is properly accounted for in their estate - working alongside estate lawyers and financial advisers across the United States.
Free 10 minutesFree initial consultation
$350 USDper hour
Ongoing consulting rateMeet the team
Our consultants
Specialists in cryptocurrency custody, succession planning, and coordination with estate lawyers across the United States.
Harry Satoshi
Firm Development Lead
Personal consulting, wallets & security
Nic Turnbull
Lead Forensic Consultant
Forensics, legal support & wallet recovery
Harry Scott
Legal & Scam Specialist
Scam response, legal & crisis support
Dave Roberts
Investigations Lead
On-chain tracing, asset discovery & OSINT
Most people with significant cryptocurrency holdings have no plan for what happens when they die. Without one, those assets may be permanently inaccessible to the people who need them most. We help you fix that - discreetly, securely, and properly.
We act as the technical specialist - working alongside your attorney and financial adviser to ensure your digital assets are properly planned for, documented, and ultimately distributed according to your wishes. All engagements are strictly confidential. A full NDA is signed before any work begins.
Services
What we cover
From holdings audits and secure succession planning to will provisions review and distribution support - specialist cryptocurrency estate planning across the United States.
Holdings audit & documentation
A comprehensive review of your existing cryptocurrency holdings for estate planning purposes.
- Identification and documentation of all wallets, exchanges, and digital asset holdings
- Valuation of current holdings across Bitcoin, Ethereum, and all major assets
- Documentation of custody arrangements and storage methods
- Asset schedule prepared for your attorney and estate planning adviser
- Regular review and update as holdings change over time
Secure succession planning
Designing arrangements that ensure your crypto is accessible after your death - without creating security risks while you're alive.
- Secure documentation of access instructions for executors and beneficiaries
- Contingency arrangements tailored to your holdings, family situation, and risk profile
- Advanced custody arrangements for high-value holdings - including multi-party access structures
- Plain English instructions that can be understood without technical knowledge
- Protocols that protect your assets during your lifetime while ensuring access after death
Will provisions review
Reviewing and advising on the cryptocurrency provisions in your existing or planned will.
- Review of existing will provisions covering digital assets
- Identification of gaps or ambiguities that could cause problems after death
- Plain language descriptions of holdings suitable for inclusion in a will
- Coordination with your estate lawyer to ensure provisions are legally sound
- Guidance on how to reference crypto assets without exposing sensitive access information
Distribution assistance
Acting as a trusted technical intermediary to assist with the distribution of cryptocurrency assets when the time comes.
- Technical assistance for executors accessing and transferring crypto assets
- Independent valuation at date of death for estate accounting purposes
- Mediation support for families navigating the distribution of digital assets
- Coordination with attorneys and accountants throughout the distribution process
- Secure transfer of assets to beneficiaries in accordance with the will or intestacy rules
Coordination with legal & financial advisers
Working alongside your existing advisers to ensure your digital assets are properly integrated into your broader estate plan.
- Direct liaison with your estate lawyer on cryptocurrency provisions and access arrangements
- Coordination with financial advisers on digital asset valuation and portfolio documentation
- Technical briefings for attorneys unfamiliar with cryptocurrency custody and transfer
- Referral to specialist crypto tax advisers for IRS planning purposes
- Ongoing availability as your advisers have questions
Planning
Why plan ahead
Crypto doesn't transfer automatically
Unlike bank accounts, cryptocurrency cannot be accessed through a death certificate or probate order alone. Without access credentials, assets may be permanently inaccessible.
Your executor needs to know
If your executor doesn't know you hold cryptocurrency - or doesn't know how to access it - those assets may never reach your beneficiaries.
Security while you're alive
Simply writing down your seed phrase creates a security risk. Proper succession planning ensures access after death without exposing assets during your lifetime.
High-value holdings need specialist planning
For significant holdings, standard estate planning approaches are often inadequate. Specialist arrangements exist that provide robust succession without compromising security.
Peace of mind for your family
The last thing grieving family members should face is a technical puzzle. Proper planning means they can focus on what matters - not on trying to recover your Bitcoin.
Process
How it works
Step 1
Get in touch
Contact us for a confidential consultation. We'll discuss your holdings, your family situation, and what you're trying to achieve. Everything is strictly confidential from the first conversation.
Step 2
Holdings audit
We conduct a comprehensive review of your existing cryptocurrency holdings and custody arrangements - documenting everything your estate will need to know.
Step 3
Planning & documentation
We design a succession arrangement suited to your situation and holdings, prepare secure access documentation, and coordinate with your attorney and financial advisers.
Step 4
Ongoing review
Your holdings change. Your family situation changes. We stay available for regular reviews and updates to ensure your plan remains current and effective.
Testimonials
What our clients say
Real client feedback from people we've helped with crypto consulting, wallets, and recovery.
★★★★★
Charlotte Martella
“For someone who didn't know how to withdraw ETH... these guys were fantastic. Very knowledgeable and fair price to pay for their service.”
Craig Whittaker
“Seen Nicolas yesterday to sort my Trezor hard wallet & get certain tokens off exchanges to my Trezor. He was super helpful & did everything I asked, would highly recommend.”
Contact
How can we help?
Want to plan ahead for your cryptocurrency? Send us a message and we'll call you back within 24 hours - confidential, no obligation, and no jargon. Please do not send private keys, seed phrases, or passwords via this form.
Prefer email? contact@cryptocurrency-consulting.us
Enquiry type
FAQ