Planning Tool

Bitcoin Letter of Instruction Builder

The single most important document most Bitcoin holders are missing. This takes 30 minutes. It could save your family months of pain — or prevent permanent loss of everything you've built.

Nothing saved to any server Print-ready output Non-legal document Takes about 30 minutes

Your privacy is protected. Nothing you enter in this form is transmitted or stored anywhere. All data stays in your browser. When you close or refresh this page, your entries are gone. This tool works entirely offline — treat the output as a sensitive physical document.

Progress 0 of 8 sections started
Section 1 Document Header

This identifies you as the author and establishes the purpose of the document. Your legal name will appear on the generated letter.

"This document is to be opened by my executor, trustee, or designated heir upon my death or incapacity. It provides instructions for locating and accessing my Bitcoin holdings. It is not a legal document and does not supersede my will or trust."
Section 2 Bitcoin Holdings Overview

Give your heirs a high-level picture of what exists before diving into specifics. Exact amounts are optional — what matters is that nothing is overlooked.

Leave blank if you prefer not to include an amount in the document.

Write this as if explaining to a smart, non-technical family member. Be thorough — you want nothing to be a surprise.

Section 3 Hardware Wallets

List each hardware wallet separately. Your heirs need to know where each device is physically located and how to identify it.

⚠ Do not write PINs in this document. Describe only where the PIN is stored, not the PIN itself. A hardware wallet PIN is a theft-prevention measure — this document may be seen by multiple people over time.

Section 4 Seed Phrases / Recovery Phrases

🛑 Critical Warning: Do NOT write seed phrases in this document. A seed phrase gives anyone who reads it complete, irrevocable access to your Bitcoin. This document may be seen by your attorney, accountant, executor, and family members. Describe only WHERE your seed phrases are stored — never the phrases themselves.

For each wallet, describe the storage method and physical location of the seed phrase backup. This is the information your heirs actually need to recover funds.

Section 5 Exchange Accounts

If you hold any Bitcoin on exchanges or custodians, list them here. Exchanges have formal account recovery processes — your executor will need to contact them directly and prove legal authority.

Note: Do not write passwords here. Include the account email and 2FA method so your executor knows what they're dealing with, and describe where they can find recovery information.

If you have no exchange accounts, leave this section empty and proceed.

Section 6 Multi-Signature Setup (optional)

If any of your Bitcoin is held in a multi-signature arrangement, this section is critical. Your heirs will need to understand how many keys are required and who holds them.

I use a multi-signature setup for some or all of my Bitcoin

Key Holders

Key Holder #1
Key Holder #2
Key Holder #3 (if applicable)
Section 7 Key Contacts

Give your heirs a clear list of who to call. The most important contact is often someone who understands Bitcoin technically — estate attorneys and CPAs may have legal authority but lack the technical knowledge to actually execute a recovery.

Estate Attorney
CPA / Tax Advisor
Bitcoin Custody Advisor (if any)
Trusted Technical Contact

This is someone who actually understands Bitcoin — who can help your executor physically operate a hardware wallet, verify transactions, and navigate the recovery process. This contact may be more important than all the others.

Section 8 Special Instructions & Personal Notes

Use this space for anything that doesn't fit above. Time-locked arrangements, conditions for distribution, notes to specific heirs, or simply a personal message about why you chose to hold Bitcoin and what you hope it means for your family.

This document should be reviewed annually or any time your custody setup changes. Consider noting when you plan to update it.

Section 9 Review & Generate Document

Ready to Generate Your Letter of Instruction?

Click below to compile everything you've filled in into a clean, formatted document ready to print and sign. Review it carefully — then print two copies.

Before you print: Print two copies. Store one with your will and estate documents. Give one to your executor or most trusted family member. Do NOT store this document digitally if it references the locations of seed phrases or hardware wallets. A printed, physically secured document is substantially safer than any digital copy.

After printing, sign and date the physical document. Store it with your estate documents and update it at least once a year.

H
Hal Franklin Bitcoin Wealth Strategist

I built this tool because I kept seeing the same tragedy: families who knew Bitcoin existed but couldn't find it, couldn't access it, couldn't prove it was theirs. A Letter of Instruction costs nothing to create and can prevent everything from going wrong. Thirty minutes today. A lifetime of clarity for your heirs.

Your Letter of Instruction Is a Start — Not a Finish

A complete Bitcoin estate plan requires legal structures, tax planning, and custody architecture that this document can't provide. The Bitcoin Family Office advises a small number of families on all of it.

View Our Services →

⚠ Tool Disclaimer — Read Before Using This Output

This tool produces a non-legal document for planning and organizational purposes only. The Letter of Instruction generated here is not a will, trust, power of attorney, or any other legally binding instrument. It does not confer any legal authority on any person and has no legal effect on its own.

A Letter of Instruction must be used in conjunction with properly executed legal documents — including a will or revocable living trust that explicitly authorizes your executor to access digital assets, a durable power of attorney for incapacity planning, and any other instruments required by the laws of your state or jurisdiction. Without appropriate legal authority, your executor may be unable to act even with a complete LOI in hand.

Do not rely on this document as a substitute for professional legal, tax, or financial advice. Bitcoin estate planning involves complex and evolving legal, technical, and tax considerations that vary significantly by jurisdiction and individual circumstance. Laws governing digital assets are changing rapidly in many states. Consult a qualified estate planning attorney, licensed CPA, and Bitcoin-literate custody specialist before finalizing any estate plan. The Bitcoin Family Office makes no representation that this tool's output is legally sufficient, complete, or current with respect to the laws of your jurisdiction.

This tool is provided for educational and organizational purposes only. Nothing produced by this tool constitutes legal, financial, tax, or investment advice. All information entered into this form remains in your browser and is never transmitted to any server.