Succession
planning for your
digital assets
Plan the transfer of full legal ownership of digital property to your beneficiaries.
No missing or dormant digital assets when you pass away.
Smooth transfer upon your passing. No authorities. No probate. No frictions. Planning for your incapacity possible.
Maintain operational freedom: Withdraw, swap and stake assets 24/7.
This IT solution is regularly audited independently.
Turn your digital assets into generational wealth with Digital Succession Plan.
Why do I need succession planning for my digital assets?
Nearly a quarter of estate practitioners report that clients have faced difficulties accessing or transferring digital assets after a death or incapacity.
Without the private key, heirs cannot access self-custodied crypto, and platform terms of service typically prohibit sharing credentials.
An estimated 2.3 to 3.7 million Bitcoin are permanently lost.
What are problems with succession of digital assets?
Most alternative succession solutions will transfer control upon demise, but not properly transfer legal ownership. When off-ramping the digital assets, the successors will be unable to prove having proper legal ownership, resulting in banks not accepting the assets or potentially even reporting them to local money laundering regulators.
Legal heirs are unaware of the whereabouts of the digital assets and therefore are unable to access them.
Legal heirs are unable to access the assets upon death because they do not possess the keys or passwords.
In most cases legal heirs may obtain control over digital assets, but not legal ownership. This may cause considerable issues when off-ramping the assets.
In case of the owner's incapacity, the family cannot access the digital assets to pay for medical treatment.
Why can I not just share my passwords?
- Anyone with access to your passwords has unlimited access to your funds, even during your lifetime. This may come with substantial risks.
- Sharing passwords or using multisig wallets gives others control over your assets, but not legal ownership upon your death. This may create considerable problems when off-ramping: the successors cannot prove proper legal ownership, so banks may refuse the assets or report the successors to local anti-money-laundering authorities.
- Most wallet and exchange terms and conditions do not permit sharing passwords. This may create significant problems when off-ramping, as described above.
- Transferring legal ownership upon death requires specific legal formalities, including a valid will, which may need to be notarised or handwritten. A court must also validate the post-mortem distribution to establish proper legal ownership. Other methods transfer only control, leaving the asset transfer vulnerable to future legal challenges.
Why can I not just put my digital assets in my will?
Your will is handled by the court, so court staff, the judge, a potential executor and others will all have access to its content. If you leave your passwords in your will together with the name of the exchange where your digital assets are held, those assets may have disappeared by the time your loved ones obtain legal access.
What is the solution?
Digital Succession Plan is a Swiss designed, independently audited succession planning solution which provides a transparent, easy to obtain and easy to manage succession planning tool through a private interest foundation in Panama. This considerably reduces the operational and legal risks compared to other succession solutions for your digital assets.
Legacies are built by the ones who think and plan further ahead.
What is Digital Succession Plan?
Digital Succession Plan is a pioneer legal tech solution which blends over 2000 year old legal tradition and legal certainty of the Roman law fideicommissum with leading edge wallet security.
Digital Succession Plan provides a top-notch succession planning solution for digital asset owners through an easy to manage solution over the internet.
You hold the assets today. You fund the Foundation from your private wallets.
The Panama private interest foundation holds legal title to the digital assets, governed by its Council.
You give the investment instructions and are in charge of the asset allocation and investment strategy of the foundation.
You fund the foundation's assets and trigger partial or total distributions from the foundation's assets to your private wallets 24/7.
Digital Succession Plan: There's no second best for succession planning of your digital assets.
Fully digital set-up and management without visits to a lawyer.
Appoint your beneficiaries and ensure their future legal ownership.
Quick and easy process of succession.
Overlook and withdraw digital assets 24/7.
Asset protection and privacy.
Broad mitigation of legal and operational risks of succession.
Wallet keys secured in sealed enclaves and never handed to anyone.
Wealth, protection and privacy.
Six steps.
Your legacy, secured.
A clear, auditable path from suitability check to active foundation. Every stage is supported and reversible.
A brief compliance check confirms whether Digital Succession Plan is the right solution for you. If suitable, you'll verify your identity through our KYC partner.
⏱ ≈ 15 minConfirm your details, propose a name for your private foundation, and declare the blockchain networks and wallets you'll use to fund it.
⏱ ≈ 15 minYou remain the first beneficiary. Name the subsequent beneficiaries who receive your digital assets after your demise, and a person of trust in case of incapacity.
⏱ ≈ 10 minYour foundation charter and mandate agreement are prepared based on your inputs. Read and sign electronically — fully guided.
⏱ ≈ 5 minComplete the one-time setup payment to initiate the legal registration of your foundation in Panama.
⏱ ≈ 2 minWithin 2 weeks, your assigned lawyer in Panama confirms registration and activates your custodial wallets. You're ready to fund your foundation.
⏱ ≈ 2 weeksProactively tested via continuous ethical hacking.
Secure your digital legacy right now.
Submit your application to set-up a foundation today, and your digital assets can be subject to a leading edge succession planning within days.
Digital Succession Plan increases legal certainty of succession of digital assets. It is an important milestone for the crypto industry.