Digital-Asset Inheritance Checklist
Use this as a prep list before you sit down with your attorney.
It is not legal advice and does not replace qualified counsel.
Key takeaways
- 01
Inventory exchanges, wallets, custody accounts, and any LLC or trust that holds digital assets. Store the list securely, not in a public drive.
- 02
Name the people and professionals who should be involved after death or incapacity: spouse, executor, attorney, CPA, custodian.
- 03
Update wills, trusts, and account beneficiaries so they match how assets are actually held.
- 04
Check whether life insurance would cover family living costs and taxes without a fire sale of crypto.
- 05
Revisit the list after big trades, new wallets, or entity changes. Holdings move faster than most estate files.
In this guide
- Inventory exchanges
- Name the people and professionals who should be involved after death or incapacity: spouse
- Update wills
- Check whether life insurance would cover family living costs and taxes without a fire sale of crypto
- Revisit the list after big trades
Recommended next step
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