Free Planning Tools
Interactive calculators, document builders, and planning dashboards designed specifically for Bitcoin holders. Most tools run entirely in your browser — no account required, nothing transmitted.
🔒 All tools are free. Most run 100% in your browser.If you've never started Bitcoin estate planning, these three tools take under 30 minutes and cover the most critical gaps most holders have.
Build the private document that guides your executor or successor trustee through accessing your Bitcoin after death or incapacity. Describes wallet locations, custody structure, and who to contact — without listing seed phrases. Generates a formatted, print-ready document.
Open the Builder →Your personal estate planning command center. Estate tax exposure calculator, 20-item succession readiness scorecard, document status tracker, and heir preparedness checklist. All stored locally — nothing leaves your device.
Find your optimal Bitcoin portfolio weight based on net worth, risk tolerance, and time horizon.
Open Dashboard →Enter your BTC holdings, current price, other assets, marital status, and state — see your federal and state estate tax exposure instantly. Includes planning action thresholds and urgency tier.
Calculate Exposure →Generate real planning documents — not just educational content. Use these as drafts to review with your estate attorney and CPA.
Build your family's formal Bitcoin IPS: allocation policy (3-tier targets), custody standards, acquisition policy, distribution thresholds, governance and amendment procedures, and fiduciary signature blocks. Generates a formatted DRAFT document you can print or save as PDF.
Build Your IPS →Model Grantor Retained Annuity Trust outcomes for your Bitcoin position. Shows remainder to beneficiaries, estate tax saved vs. holding, annual annuity payment, and breakeven appreciation rate. Three appreciation scenarios: conservative, moderate, aggressive.
Model Your GRAT →A 7-question assessment that determines your planning tier (Foundation / Structured / Advanced / Institutional) and identifies your primary planning goal. Personalized results with specific recommendations for your situation.
Take the Assessment →Compare estate and inheritance tax implications across states for your Bitcoin holdings. Useful for planning trust situs selection or understanding the tax implications of moving states.
Note: State-specific resources are currently under review by our legal partners.
Compare States →Interactive tools that analyze your specific situation and give you a personalized recommendation — not just educational content.
Find your optimal Bitcoin portfolio weight based on net worth, risk tolerance, and time horizon. See your current vs. recommended allocation and gap in dollar terms.
Calculate My Allocation →Answer 6 questions about your holdings, goals, control preferences, and family situation. Get an instant recommendation: which trust type fits you, why, what it costs, and where to start. Covers all 8 Bitcoin trust types.
Find My Trust Type →Model the estate tax savings from a dynasty trust across 1, 2, or 3 generations. Input your BTC holdings, age, and assumed appreciation rate — see the dollar advantage of dynasty vs. personal ownership in real time.
Analyze Dynasty Savings →Model your multi-year annual gifting strategy: how much to gift, to whom, over how many years — and see the projected estate tax reduction. Year-by-year table with BTC appreciation built in.
Model Your Gifting →20-question assessment that scores how well-protected your Bitcoin estate is. Get a letter grade (A-F), gap analysis identifying your weakest areas, and a prioritized action list with links to fix each gap.
Get Your Score →Tools provide frameworks. For personalized guidance — custody architecture review, trust structure recommendations, professional team coordination — The Bitcoin Family Office works with a selective group of families each quarter.
Explore Our Services →Tool Disclaimer. All tools on this page are provided for educational and illustrative purposes only. Results are estimates based on simplified assumptions and do not constitute legal, tax, financial, or investment advice. Estate and tax laws are complex and subject to change. Always consult a qualified estate planning attorney and licensed CPA before making planning decisions. The Bitcoin Family Office does not provide legal or tax advice.