Crypto Estate Planning
Avoiding Probate With Crypto Inheritance Plans
How to keep crypto out of probate using a funded trust, LLC structures, correct titling, beneficiary designations, and a secure access plan.
Can Heirs Recover Bitcoin Without a Seed Phrase?
What heirs and fiduciaries should know about recovering Bitcoin after death when the seed phrase, private key, or account access is missing.
Common Crypto Estate Planning Mistakes
Common mistakes crypto investors make in estate planning, including seed phrase exposure, missing access instructions, unclear ownership, and tax record gaps.
Crypto Estate Data Room Checklist
Organize crypto estate records so heirs, executors, and trustees can locate, value, and administer digital assets. Covers wallets, custodians, trusts, LLCs, access procedures, and tax records.
Crypto Estate Planning for Business Owners
How sole proprietors and business owners untangle commingled crypto, plan business succession, and add key-person provisions so digital assets pass cleanly at death.
Crypto Estate Planning for High-Net-Worth Families
How high-net-worth families can plan for crypto inheritance, trusts, LLCs, custody, private keys, tax records, and fiduciary access.
Crypto Inheritance and Step-Up in Basis for Heirs
How the Section 1014 step-up in basis generally applies to inherited crypto, what it means for an heir's capital gains, and the records heirs need at the date of death.
Crypto Inheritance Planning for High-Net-Worth Families
How wealthy families plan for crypto inheritance: legal authority, heir access mechanics, trusts, LLCs, custody, private keys, tax records, and beneficiary coordination.
Crypto Planning for Estate Attorneys
What estate attorneys should consider when clients own crypto, including fiduciary access, trust provisions, wallets, letters of instruction, and tax records.
Crypto Will vs Crypto Trust
A will and a trust can both address crypto inheritance, but they differ in probate, privacy, continuity, fiduciary control, and practical access.
Digital Asset Estate Planning Checklist
A checklist for crypto holders reviewing wallets, custodians, trusts, LLCs, fiduciary authority, tax records, and private key succession.
Hardware Wallet Estate Planning
How crypto investors can plan for hardware wallets in an estate plan without unnecessarily exposing private keys or seed phrases.
How Do Heirs Access Crypto After Death?
Heirs access crypto after death only when legal authority, custody access, wallet instructions, and estate documents are coordinated.
How to Fund a Trust With Crypto
Funding a trust with crypto requires legal authority, custody coordination, wallet or account transfer records, tax review, and secure access procedures.
How to Transfer Crypto From a Deceased Hardware Wallet
A practical guide to moving crypto from a deceased person's hardware wallet: recovery phrase basics, hidden passphrases, vendor death policies, and safe transfer steps.
How to Write a Digital-Asset Letter of Instruction
A step-by-step structure and section-by-section template for writing a digital-asset letter of instruction that helps heirs locate crypto without exposing keys.
I Am an Executor and Found Crypto. What Do I Do?
A practical first-step guide for executors who discover crypto in an estate, including custody, legal authority, records, valuation, and tax coordination.
Minor Beneficiaries and Crypto Inheritance
How crypto passes to minor children: why minors cannot hold it directly, and how UTMA custodial accounts versus trusts for minors compare for digital assets.
My Spouse Does Not Understand My Crypto. What Should I Do?
How crypto investors can prepare a spouse for crypto inheritance or incapacity planning without exposing seed phrases or creating security risk.
Seed Phrase Storage for Estate Planning
What crypto investors should consider when planning seed phrase storage for heirs, trustees, executors, and estate documents.
Should a Trust Own a Wyoming LLC for Crypto Assets?
How a trust-owned LLC can separate crypto operations from estate succession for digital asset holders.
Should Crypto Be Listed in a Will?
Crypto should be addressed in an estate plan, but listing wallet details or seed phrases in a will can create privacy and security problems.
Should My Spouse Know My Seed Phrase?
A spouse may need a way to access crypto after death or incapacity, but sharing a seed phrase directly can create serious security and legal risks.
What Happens If I Die With Crypto in a Hardware Wallet?
What heirs and fiduciaries should know if someone dies with crypto controlled by a hardware wallet.
What Happens If I Die With Crypto on an Exchange?
What heirs and executors should know if a crypto owner dies with assets on a major exchange or another custodial platform.
What Happens to a Crypto LLC or Trust When the Grantor Dies
How a crypto LLC or trust continues at the grantor's death: trust succession, LLC membership-interest transfer, successor trustees and managers, and key control.
What Happens to Crypto When You Die?
What happens to crypto when you die depends on titling, access, and planning, not just who the law says should inherit it. Here's what families and fiduciaries need to know.
What Is a Digital Asset Letter of Instruction?
A digital asset letter of instruction helps fiduciaries locate wallets, custodians, exchanges, accounts, and access procedures without exposing private keys in public documents.
What to Do If Heirs Find a Hardware Wallet
What heirs, executors, and trustees should do if they find a hardware wallet after a crypto owner dies or becomes incapacitated.
Who Should Know the Seed Phrase in an Estate Plan?
How crypto investors can think about seed phrase access in estate planning without exposing assets to unnecessary theft, loss, or public disclosure.
Disclosures
DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to qualified independent tax professionals.
DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.
Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.
Insurance products and services are offered through Xure Insurance or its affiliates.
Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.
Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.
Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.
Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.
The information on this site is for general educational purposes and is not legal or tax advice.