Family starting guide
Understand the documents, people and questions that matter before your family needs them.
Read the guidePrepare together
Make sure your family knows where to begin.
Read the short guide, talk through the first steps together and note what you still need to arrange. You can start here without completing the check.
Something to read, do together and keep.
Start with whatever helps you. You can use these free resources without completing the check.
Family conversation
Take about 15 minutes together to find what is clear and what still needs attention.
Start the conversationYour actions
Note what needs doing, who will do it and when you will review it together. Download or print your own copy.
Open your actionsThis helps you prepare. It does not test recovery, create a legal document or confirm that everything is in place.
Would support make this easier for your family?
Perhaps your partner would like someone to call, or you would like help keeping everything up to date. Through The Bitcoin Adviser, I help clients manage their bitcoin and prepare for recovery and inheritance. We can discuss what you have already arranged and whether TBA’s ongoing support would suit you.
TBA helps you put the agreed custody arrangements in place. The service includes a personalised Estate Plan Protocol (a practical guide for your family), introductions for your family and ongoing guidance. You still need your own qualified advisers for legal and tax matters. TBA cannot move clients’ bitcoin on its own.
There is a fee for TBA’s ongoing support. View pricing and terms. ↗
Already a TBA client, or a family member of one?
Use the Estate Plan Protocol prepared for you or your family member and contact the assigned adviser. You can arrange an introduction together with your family as part of the service. Further contact depends on the consent needed, what information can be shared and who is allowed to act.
For an inheritance, look under “Start here” in the client’s protocol. It lists TBA Estate Support, the main contact and an alternative. TBA Estate Support is available at contact@thebitcoinadviser.com. Use the contacts in that document. Wenze may not be the assigned adviser.
Before bitcoin can be transferred, the authorised representative and required documents must be checked. The applicable agreement and current terms determine the process, any costs and required documents. Confirm these with the assigned TBA adviser or Estate Support. Inheritance taxes and costs charged by other parties may also apply. Access is not immediate: the required steps and checks must be completed first.