Start a Crypto Estate Planning Service

1. 1

   Define the service next to the law, not inside it

   Drafting wills and trusts is the licensed practice of law; your lane is the technical layer attorneys cannot deliver: asset inventories, custody architecture, succession mechanics, and executor instructions that plug into the attorney's documents. Partner with estate attorneys formally, and put the unauthorized-practice line in writing. If you are an attorney, this card is a practice area begging for specialists.

2. 2

   Master the succession toolbox

   Multi-signature wallets where heirs and a trusted party hold keys with defined thresholds, collaborative custody services built for inheritance, timelock and dead-man's-switch release mechanisms (understand their real failure modes before recommending them), hardware wallet storage and passphrase strategies, and the tradeoffs of exchange custody versus self-custody for less technical families. Your value is matching the client's holdings and family to the right architecture.

3. 3

   Build the planning deliverable

   A complete engagement produces: an asset inventory (every chain, wallet, and exchange), a custody and access design, sealed instruction sets stored with the estate documents, a beneficiary education session (heirs who cannot use a hardware wallet inherit nothing in practice), and an annual review cadence since holdings and tools change. Flat fees of $1,500 to $10,000 by complexity mirror estate planning norms.

4. 4

   Sell through the professionals who hold the trust

   Estate attorneys, financial advisors, and CPAs meet crypto-holding clients weekly and have nothing to offer them on this; one CLE-style lunch presentation to an estate planning practice can fill a quarter. Direct channels: crypto tax preparers, wallet recovery firms (the sibling card in this file), and content answering the exact searches worried holders make.

5. 5

   Serve the other side: executors and heirs

   The second service line is post-death support: helping executors locate and inventory digital assets, working with courts' documentation requirements, coordinating with exchanges' deceased-user processes, and (where keys are partial or devices damaged) partnering with recovery specialists. This work arrives on its own schedule and pays urgency rates; handle it with the gravity it deserves.

6. 6

   Codify and scale carefully

   Templates, checklists, and a documented methodology let you train additional planners, license the framework to advisory firms, and eventually productize (courses for advisors, executor handbooks). Insurance (E&O) and airtight security practices for handling client information are non-negotiable from client one; this business is trust wearing a process.

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