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📜 Digital Estate & Legacy Guide

Cryptocurrency & Investment Logins — Planning Ahead

Published October 2026 · Last verified October 2026

One Plan, Every LoginCrypto and investment accounts need a plan of their own — here is what it holds.Your crypto planExchange loginsSeed phraseHardware walletA trusted helperIllustration — a schematic. Set-up screens differ; each takes only a few minutes.
A schematic overview — your set-up screens may look a little different, but the idea is the same.
The Plan, Step by StepDo one box at a time — this guide walks each one slowly.List itWhat you own,not the keysSeal itSealed PIN andphrase locationName a helperSomeone whounderstands itAsk the firmBeneficiaries onbrokeragesIllustration — a schematic. The order is a suggestion; do one box at a time.A schematic of the plan — company steps vary; the order does not have to.
The plan as a short checklist you can work through a little at a time.

Cryptocurrency is unlike a bank account: often there is no password reset, and if the key is lost, the coins are lost. This guide shows you how to leave safe access to crypto and investment accounts for the people you trust — without ever exposing your keys while you are here. It is about access, not investment advice.

Bill Davis
Bill's Home Tech · Atwater, Ohio
Want the full deep-dive?
The Cryptocurrency & Investment Logins — Planning Ahead Guide
PDF · plain English · no ads · made by Bill
Cost
Free — no purchase needed
Time
Work through it at your own pace
Difficulty
Beginner-friendly · one step at a time
Bill's hotline
(330) 200-8042

Cryptocurrency is unlike a bank account: often there is no password reset, and if the key is lost, the coins are lost. This guide shows you how to leave safe access to crypto and investment accounts for the people you trust — without ever exposing your keys while you are here. It is about access, not investment advice.

What's inside this guide

The printable PDF walks through 37 short chapters, in plain language. It also includes an everyday cheat sheet and at-a-glance pictures.

  1. The Whole Plan on One Page
  2. What This Guide Is — and Is Not
  3. Why Crypto Is Unlike a Bank Account
  4. Lose the Key, Lose the Coins
  5. Coins, Wallets, Keys, and Seed Phrases
  6. On an Exchange, or Held Yourself
  7. Exchange Accounts, Explained
  8. How an Exchange Handles a Death
  9. Self-Custody Wallets, Explained
  10. What a Seed Phrase Really Is
  11. The Danger of a Lost Seed Phrase
  12. Hardware Wallets and the PIN
  13. Where the Seed Phrase Should Live
  14. Leaving Access Without Exposing Your Keys
  15. Writing the Sealed Instructions
  16. The PIN and the Phrase, Separated
  17. Naming Someone Who Understands It
  18. Why Your Executor May Need a Guide
  19. Brokerage and Retirement Logins
  20. Beneficiary Designations — Ask the Firm
  21. Why a Beneficiary Beats a Login
  22. Keeping an Inventory — Never the Keys
  23. Two-Factor and the Phone's Part
  24. Never Store a Seed Phrase Digitally
  25. Metal Backup Plates, Briefly
  26. Scams That Target Crypto Heirs
  27. The Fake 'Recovery Service' Scam
  28. The Fake Exchange-Support Scam
  29. Slow Down and Verify
  30. Updating the Plan as Holdings Change
  31. Planning Together
  32. What Not to Put in Your Will
  33. An Attorney Who Understands Crypto
  34. Common Worries, Answered
  35. If a Loved One Left No Instructions
  36. If You Only Do Three Things
  37. Finish the Job Soon

Get the printable guide

Everything above is a quick summary. The full, printable guide — the same words, laid out to read and keep by the computer — is a free PDF.

Download the printable PDF →

Last verified October 2026. Information accurate as of October 25, 2026.

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Any prices or outside products mentioned in this guide can change over time — the details here were last checked August 2026 and this page is accurate as of October 18, 2026; please confirm current pricing before you buy. See how often we review our guides →