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Inheritance planning checklist

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Could your family find everything you hold?

Check each item you have today. Every check is something your heirs will need to find, unlock or hand to a lawyer.

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Bitcoin and digital assets
Money and investments
Access and identity
Legal and physical

Your estate plan

Do you currently self-custody digital assets?
Does your estate have a legal title transfer document, such as a will, trust or estate plan?
Does your estate have an Inheritance Recovery Protocol?
Does your family practice the recovery ceremony on a scheduled basis?

Your backups

Are your digital asset secrets encrypted?
Are your digital assets backed up?
How long will your backups last?
Are your backups distributed across locations?
0 of 30 checked

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