Crypto Estate Planning
$799 Flat Fee - 5 to 7 Business Days
Self-custody inheritance, multisig succession, and RUFADAA-compliant digital asset planning. Designed by a Florida attorney who actually uses hardware wallets.
Get StartedWhat You Get
Self-custody is the right answer for sovereignty. It is the wrong answer for inheritance unless you plan for it. Every cycle, families lose six- and seven-figure crypto positions because the holder died with the keys in their head, in a wallet only they could access, or with a seed phrase no one in the family understood. The chain does not care that you intended your kids to have it.
Our flat-fee Crypto Estate Plan is built by an attorney who runs hardware wallets, multisig, and DeFi positions personally. We design a plan that preserves your opsec while alive and ensures your beneficiaries can actually recover the assets when the time comes — without exposing your seed phrase to probate, your CPA's email, or your nephew's curiosity.
- Self-custody inheritance protocol that survives your death without compromising opsec
- Multi-signature wallet succession with role-based key holders
- Hardware wallet key transfer plan (Ledger, Trezor, Coldcard)
- Shamir Secret Sharing backup integration with executor and beneficiary roles
- Exchange beneficiary designation and account succession
- NFT and DAO governance token transfer mechanics under RUFADAA (F.S. Ch. 740)
How It Works
Inventory Your Holdings
Tell us about your wallets, exchanges, NFTs, DeFi positions, DAO governance tokens, and beneficiaries — securely.
Pay Flat Fee
Submit $799 online. Funds held in trust until delivery.
We Draft Your Plan
Attorney-drafted estate plan documents tailored to your custody model, integrated with any existing will or trust.
Receive Your Package
Receive estate plan documents, executor protocols, and key management guidance within 5 to 7 business days.
What's Included
Our $799 flat-fee Crypto Estate Plan covers a single individual's holdings across self-custody, multisig, exchange custodial, NFTs, and DAO governance tokens. The plan is integrated with your existing will or trust if you have one, or paired with our complete estate plan if you do not.
Excluded: tax optimization, gain-loss reporting, wallet setup, key generation, and ongoing custody. Couples and family-office plans are available on a custom-quote basis. For non-crypto digital assets, see also SnapHeirs.
Deliverables
- Crypto Estate Plan document (PDF and Word)
- Wallet access protocol for executor
- Multisig succession schedule
- Key management and Shamir distribution guidance
- Will or trust amendment language (if needed)
Related Services
Need a complete estate plan first? Estate Planning Overview or VirtualHeirloom. Just need a digital asset organizer? SnapHeirs. Power of Attorney for incapacity? Power of Attorney Package. DAO governance token holder? See also DAO LLC Formation.
Frequently Asked Questions
Why can't I just put my seed phrase in my will?
Three reasons. First, wills become public during probate — your seed phrase would be in a court file. Second, your executor probably is not crypto-literate enough to safely retrieve, secure, and transfer assets that move on-chain instantly. Third, if you have multisig wallets, hardware wallets, or DeFi positions, a seed phrase alone does not transfer those assets correctly. We design a custody-aware plan that separates the legal authority (in your will or trust) from the technical access (in a separately stored, executor-accessible protocol).
How does this work with my existing will or trust?
We integrate with what you already have. If you have a will but no trust, we usually recommend a pour-over structure or a digital-asset-focused trust amendment. If you have a trust, we draft a digital asset schedule and amend the trust if needed. If you have no estate plan, we recommend bundling with our VirtualHeirloom complete estate plan or starting with a SnapTestament will. See /services/estate-planning.
What about multisig?
Multisig is one of the strongest opsec setups for living, and one of the worst for inheritance if not planned. We work with your specific multisig structure (Gnosis Safe, Casa, Unchained, Liana, BitGo, custom) and design a role-based succession: who replaces a deceased signer, on what timeline, with what verification, and how the replacement is approved by the remaining signers. The plan is designed to survive even partial loss of signers.
Do you handle Shamir Secret Sharing?
Yes. SLIP-39 Shamir backups, distributed across executor, family members, attorney safe deposit, and other roles, are one of the cleanest approaches for high-value self-custody estates. We design the share distribution and document the recovery protocol. We do not generate or hold your shares — that is yours alone.
What about NFT and DAO governance tokens?
NFTs are personal property under most state law, transferable by will or trust like any other digital asset under RUFADAA. DAO governance tokens are more complex — many DAOs have on-chain procedures for member dissociation that the operating agreement (or smart contract) controls. We review your DAO documentation and draft the appropriate transfer mechanics into your estate plan.
How does this differ from VirtualHeirloom or SnapHeirs?
VirtualHeirloom is our complete estate plan (trust + will + POA + healthcare + digital). SnapHeirs is a focused digital estate organizer for inventory and access. Crypto Estate Planning is the deep specialist add-on: it goes further than either on the technical side of self-custody, multisig, hardware wallets, and DeFi positions. Most large crypto holders use VirtualHeirloom and add this specialist plan on top.
Past results do not guarantee a similar outcome. This page is informational and is not legal advice. No attorney-client relationship is formed until a signed engagement letter is in place. We do not generate, store, or have any access to your seed phrases or private keys.
Plan Your Crypto Legacy
$799 flat fee. 5 to 7 business days. Pay online — funds held in trust until delivery.
Get StartedCouples or family-office crypto estate plan? Contact us for a custom quote.