Heir Briefing Generator — Bitcoin Estate Watch

Important: This is a planning aid, not a legal document. It should be stored with your Letter of Instruction, not separately. Never include seed phrases, private keys, or passphrases in this document.

About You

Your Full Legal Name

Your Email Address

Date of This Briefing

Your Bitcoin Holdings

Approximate BTC Amount

Custody Type

Hardware Wallet Brand

Number of Wallets

Location of Hardware Wallet(s)

Location of Seed Phrase Backup(s)

IMPORTANT: Do NOT include the passphrase here. Note whether one exists and where instructions for it are stored.

Does a BIP39 Passphrase Exist?

Passphrase Instructions Stored At

Exchange Accounts (if any)

Exchange Name

Approximate BTC on Exchange

Account Email Address

2FA Method

2FA Backup Codes Location

Key People

Estate Attorney

Full Name

Firm

Phone

CPA / Tax Advisor

Full Name

Firm

Phone

Bitcoin-Literate Contact (can help executor)

Full Name

Phone

Relationship

Trust Company or Corporate Trustee (if applicable)

Trustee / Trust Company Name & Contact

What Your Executor Should Do First

Specific Instructions

Edit these instructions. Replace [attorney] and [location] with actual names and places.

Bitcoin Estate Watch — Watch Pro

HEIR BRIEFING

Prepared by — on —

CONFIDENTIAL — For executor use only. Do not share the Bitcoin access details in this document with anyone who is not a named executor or attorney.

About the Preparer

Bitcoin Holdings

Exchange Accounts

Key People

What Executor Should Do First