01
Legal structure
Work with your estate, tax, or trust advisors to determine how bitcoin should be held or referenced.
Estates & trusts
Bitcoin planning for estates and trusts
Make bitcoin part of your lasting legacy by creating a clear plan for future access and inheritance.
For estate & trust transactions over $50,000
Family continuity
Give your bitcoin a clear path forward
Passing on bitcoin requires more than just naming beneficiaries. If private keys, wallet details, or recovery instructions are unclear, the asset can become difficult (or impossible) for heirs to access and manage later.
Bitcoin Well Infinite helps families, trustees, and advisors coordinate the purchase and delivery of bitcoin to a wallet setup that can be understood, documented, and accessed only by the right people.
02
Self-custody setup
Settle bitcoin to a wallet structure designed around control, recovery, and long-term access.
03
Clear instructions
Give executors, trustees, or family members a process they can follow when it matters.
How it works
From planning to possession
A guided path from first conversation to bitcoin held in your personalbitcoin wallet.
- 1
Clarify the objective
Tell us whether the bitcoin is being purchased personally, for a trust, or as part of a broader estate plan.
- 2
Coordinate with your advisors
We can work alongside your legal, tax, or wealth team so the transaction fits the structure they recommend.
- 3
Complete the purchase
When you are ready, we coordinate the transaction with clear pricing, funding instructions, and delivery details.
- 4
Settle to self-custody
Bitcoin is delivered to a wallet you control, with support around address verification, recovery planning, and next steps.
Access matters
Keep control, with clarity for the future
Bitcoin Well Infinite is non-custodial. We help you buy bitcoin and settle it to a wallet you control.
For estate and trust planning, the goal is not just ownership today. It is creating a setup the right people can understand and access when it matters.
Wallet and address verification
Hardware-wallet setup, receiving address confirmation, and delivery checks before funds move.
Recovery planning walkthrough
Seed-phrase storage, redundancy, and practical access considerations for executors, trustees, or beneficiaries.
Trust & estate insights
Get updates on bitcoin planning for trusts and estates
Get updates on bitcoin estate planning, self-custody, and other considerations for families, trustees, and professional advisors.
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Frequently asked questions
Have a question we didn't cover?
An Executive Bitcoin Advisor can answer it on a quick call.
In most cases, yes - but the right structure depends on your jurisdiction, documents, and advisors. We can help your advisory team understand the bitcoin transaction and custody mechanics.
Build bitcoin into your estate or trust plan
Discuss your goals with an Executive Bitcoin Advisor and get clarity on the right purchase, custody, and access process for your situation.
For estate & trust transactions over $50,000