Crypto Estate Services

Your family found the crypto. Now what?

Recovering cryptocurrency from an estate is technical, irreversible, and full of scammers offering to “help.” Through our partnership with The Crypto Accountant™, Passed Plan clients get professional crypto estate services — from readiness verification today to supervised transfers when the time comes.

Get started

Two phases, one continuous relationship

Most crypto estate disasters happen because nothing was set up in advance. Phase 1 fixes that. Phase 2 is there when you need it.

Phase 1

Readiness Setup

While you're alive

A professional audit of every crypto asset you own — what it is, where it lives, how to access it, and what would block your family from getting it. Delivered as a verified, signed report that integrates directly into your Passed Plan vault.

  • ✓Complete Digital Asset Inventory — every exchange, wallet, and on-chain position documented
  • ✓Triage Classification — assets sorted by recovery complexity and urgency
  • ✓Verified Access Documentation — access paths confirmed and recorded in your vault
  • ✓Gap Findings — a plain-language report of anything that would block recovery today
  • ✓The Signed Readiness Report — a notarized summary your executor can act on
  • ✓The Execution Discount — 60–70% off Phase 2 fees when the time comes

Pricing

From $1,500

Includes first 5 locations

Phase 2

Estate Execution

When needed

When the time comes, The Crypto Accountant steps in alongside your executor to retrieve, document, and transfer every asset — with legal authority verified, test transfers completed first, and the full chain of custody recorded for probate.

  • ✓Authority verification — legal standing confirmed before anything moves
  • ✓Supervised retrieval — every step observed and documented by a credentialed professional
  • ✓Test-first protocol — small test transfers before any principal moves
  • ✓Exchange estate claims — official claim processes managed end-to-end
  • ✓Date-of-death valuations — defensible fair market values for every asset
  • ✓Complete probate documentation — everything the court and CPA need, packaged

Pricing

5% on first $250K · 3% to $1M · 2% above

$2,500 minimum · Phase 1 clients receive 60–70% discount

How it works

From vault to settlement — a clear, supervised process.

1

Your vault provides the map

The Digital Asset Inventory from Phase 1 lives inside your Passed Plan vault — encrypted, accessible only to those you authorize. Your executor gets a verified, signed roadmap on day one.

2

Your family retrieves from documented locations

Every exchange account, hardware wallet, and on-chain position has a documented access path. Nothing relies on memory or guesswork.

3

The Crypto Accountant supervises every step

A credentialed crypto estate professional is present for every transfer. Nothing moves without verification of legal authority and a completed test transfer first.

4

Assets move directly to estate-controlled wallets

Funds land in wallets your executor controls — not in any third-party intermediary. The full chain of custody is documented for probate.

The most common crypto estate scam

The most common crypto estate scam is someone asking for the seed phrase “to help recover it.” We will NEVER ask for your seed phrase, private keys, or vault password. Anyone who does is trying to steal from the estate.

A verified, signed map of everything you own on-chain, the list of problems that would have cost your family real money, and a 60–70% discount on what it costs them to actually get it all when you're gone.

What a completed Phase 1 Readiness engagement delivers.

Start your inquiry

Tell us a little about your situation. The Crypto Accountant™ team will respond within 1 business day.

Which service are you inquiring about? *

Do not share seed phrases, private keys, or passwords with anyone — including us. All engagements require signed agreements and verified legal authority before any work begins.

All crypto estate services are provided through our partnership with The Crypto Accountant™ (thecryptoaccountant.io).

Risk disclosure: Crypto is unforgiving. Transactions are irreversible. Even documented access can fail. Every engagement begins with a signed agreement and verification of legal authority, and every transfer path is tested with small amounts before principal moves.