Family starting guide
Understand the documents, people and questions that matter before your family needs them.
Read the guidePrepare together
Help your family know where to begin.
Read the short guide, talk through the starting point together, and keep the actions you choose. No assessment required.
Something to read, do together and keep.
Start wherever it helps. These free resources work without completing the assessment.
Family walkthrough
Take about 15 minutes together to find what is clear and what still needs attention.
Start the walkthroughYour actions
Keep a short list of actions, responsibilities and review dates. Download or print your copy.
Open your actionsThis 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.