Bitcoin Estate Readiness Checklist
A one-page-at-a-time way to find out whether your family could actually reach your Bitcoin if something happened to you. Free, printable, and built from our heirs guide.
Get the free checklist
Subscribe to the BitcoinProFinder newsletter (about once a month, unsubscribe any time) and the download appears right here.
By subscribing you agree to receive occasional emails from BitcoinProFinder, sent through Beehiiv. We never sell your email, and every email has an unsubscribe link.What is inside
- Inventory worksheet. What you own and where, with no seed phrases on it.
- Letter of instruction. What to put in it, written for someone who knows nothing about Bitcoin.
- How your heirs get in. Single key, multisig or a collaborative custody service, and the trade-offs of each.
- Things not to do. For example, why the seed phrase doesn't belong in your will.
- Recovery test and yearly review. A small-amount test, and when to update the plan.
- 10 questions for your estate attorney and your CPA.
Every item comes from the four public sources listed in our guide to leaving Bitcoin to your heirs (Fidelity, Nolo, the American Bar Association and Self Custody Labs). Read the guide first if you want the reasoning behind each step.
Need a professional? Browse attorneys, CPAs and other pros who say publicly that they work with Bitcoin holders: everyone who handles inheritance. We list them from their own public pages. We don't vouch for any of them and we don't check licenses.