Family preparation action sheet
Give the next steps a place.
Use this on its own, or bring in the points from your walkthrough. Describe tasks in general terms. Keep sensitive details in your private arrangements.
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No walkthrough answers yet. These starting actions can help you prepare a conversation.
Confirm the primary and alternative contact routes independently.
Clarify family responsibilities and legal authority with the appropriate professionals.
Ask about the documented alternative when a device, helper or provider is unavailable.
Assign responsibility for updates and agree the next review date.
Revisit earlier after changes to your family, contacts, legal arrangements, wallet or provider.
Your own entries keep the wording you typed when you change language.
Your downloaded or printed copy is yours to keep. No copy is sent to TBA.
Family preparation action sheet
BitcoinReadiness.com · 21/10/2026
This is preparation, not a recovery test, legal document or confirmation that your arrangements are complete.
Make the current starting instructions findable by the appropriate person.
Open action
Who will follow up? Use a role or initials.: Not assigned
Target date: Not set
Confirm the primary and alternative contact routes independently.
Open action
Who will follow up? Use a role or initials.: Not assigned
Target date: Not set
Clarify family responsibilities and legal authority with the appropriate professionals.
Open action
Who will follow up? Use a role or initials.: Not assigned
Target date: Not set
Ask about the documented alternative when a device, helper or provider is unavailable.
Open action
Who will follow up? Use a role or initials.: Not assigned
Target date: Not set
Assign responsibility for updates and agree the next review date.
Open action
Who will follow up? Use a role or initials.: Not assigned
Target date: Not set
Next review date: Not set
Revisit earlier after changes to your family, contacts, legal arrangements, wallet or provider.
Your downloaded or printed copy is yours to keep. No copy is sent to TBA.
This is preparation, not a recovery test, legal document or confirmation that your arrangements are complete.
Would support make this easier for your family?
Perhaps your partner would rather have someone to contact, or you would like help maintaining your arrangements. Through The Bitcoin Adviser, I help clients with the practical side of Bitcoin custody, recovery preparation and family continuity. We can discuss your current setup and whether TBA’s ongoing service fits your needs.
The client service includes support implementing the agreed custody arrangement, a personalised Estate Plan Protocol, family introductions and ongoing guidance. Legal and tax matters remain with your own qualified professionals. TBA cannot move client bitcoin alone.
Already a TBA client, or a family member of one?
Use your own Estate Plan Protocol and contact your assigned adviser. You can arrange a joint family introduction within the normal service. Further family contact is subject to consent, confidentiality and the appropriate authority.
For an estate situation, follow the “Start here” contacts in the client’s protocol: TBA Estate Support, the primary contact and the alternative contact. TBA Estate Support is available at contact@thebitcoinadviser.com. Use the contacts in your own document rather than assuming Wenze is your assigned adviser.
The authorised representative and required documents must be verified before a transfer. TBA does not charge an additional estate-processing fee for that transfer; inheritance taxes and other external costs may still apply. Access is not immediate and depends on the applicable process and documentation.