General information about asset records and transfers. Title, contracts, beneficiary forms, and local law determine the result.
Crypto planning requires both legal authority and a technically safe method for locating and controlling the relevant keys or custody account.
Map the asset before choosing a document
- Self-custody, exchange custody, multisignature arrangements, staking, and tokens can create different evidence and transfer paths.
Records that answer the ownership question
- asset and custody inventory that does not expose seed phrases
- wallet, exchange, tax basis, transaction, and succession instructions stored securely
Transfer and administration decisions
- Is the asset self-custodied or held by a provider?
- Can the successor prove authority without exposing credentials prematurely?
Risks to pause on
- Putting a seed phrase in a will or ordinary cloud document can expose the asset before the estate process begins.