Apr 28, 2021

Let’s review a real-world case study of a client’s plan to transfer his bitcoin upon his death. This looks like an elegant solution, so let us know if you see any major red flags!

Cloned wallets and sharded seeds

The client’s plan focused on clone wallets and sharded seeds.

The plan starts with two clone hardware...

Apr 21, 2021

We’ve talked about mistakes when choosing the witnesses to your will (5 Mistakes With DIY Wills and Witnesses), but what actually happens if you can’t track down a witness during the probate process?

Witnesses to a will cannot be found

What does it mean when the witness cannot be found? First, it could be that the...

Apr 14, 2021

After we published When Does the Executor Tell the Beneficiaries, many listeners and clients have asked: how does the court know who to notify?

Great question; the answer depends on who the heirs are.

If survived by many heirs

If the person who passed is survived by many heirs, the court relies on a system of checks...

Apr 7, 2021

Many people make this mistake with personal property when creating their estate plan: They include a long laundry list of the tiniest items in their official, legal will.

We’ll discuss why this can be a problem, and what you should do instead.

Leaving personal property in a will

It is very common to leave personal...