How to Help Clients Plan Bitcoin Inheritance: A Solicitor's Guide

This guide walks UK solicitors through the process of helping a client plan their Bitcoin inheritance using Evoke. If you haven't yet, read our introduction to Evoke for professionals first.

When to recommend Evoke to clients

Consider recommending Evoke to any client who:

• Holds Bitcoin or other cryptocurrency as part of their estate
• Is updating their will or estate plan
• Has expressed concern about what happens to their digital assets
• Needs a structured approach to documenting crypto holdings for executors

During your initial consultation, ask direct questions: "Do you hold any cryptocurrency? How many wallets? Have you thought about how your family would access these if something happened to you?" You'll quickly identify which clients need a Digital Asset Schedule.

The client onboarding journey

1. Client signs up. Your client creates an Evoke account and selects the Inheritance product (or Vault + Inheritance if they also want multisig custody).
2. Guided setup. The client completes a guided process to document their wallets, assign heirs, and configure liveness checks. This typically takes 20 minutes.
3. Digital Asset Schedule. The client downloads their Digital Asset Schedule and provides it to you for inclusion alongside their estate documents.
4. Ongoing maintenance. The client receives regular liveness checks. If they opt for Annual Verification, their plan is reviewed each year to ensure it remains viable.

Where to store the Digital Asset Schedule

The Digital Asset Schedule does not contain private keys or seed phrases. It is safe to store alongside other estate documents and does not create a security risk if accessed by authorised parties. We recommend storing it in the same secure location as the client's will, with a note in the will itself referencing its existence.

Coordinating Evoke with the client's will

Your client's will should contain language granting the executor authority over digital assets. Evoke's Digital Asset Schedule provides the practical "how," while your will provides the legal "who gets what." Both documents work together.

Billing note: Evoke is paid by the client directly — you don't need to handle payment or subscriptions. Your fee for this service reflects your legal work, not the technology cost.