Digital assets are already in your clients' estates. Are your fiduciary processes ready?
The professional operating system for digital assets in trusts and estates: a versioned document library, a research assistant grounded in it, trust-deed review, and a client risk report that carries your firm's name.
What a subscription gives your practice
Three things a trustee needs before accepting, holding or distributing digital assets — and the deed review that tells you whether you may.
The document library
Fiduciary-grade acceptance checklists, custody and key-governance policies, trustee resolutions, death-access protocols and custodian selection tools — versioned, reviewed and dated.
The Fiduciary Assistant and deed review
Ask a trustee's question and get matters to consider, documents required and resolutions to pass — every point cited, and marked when two independent sources agree. Upload the trust deed and it maps the clauses, states the trustees' authority, and drafts the resolution or policy on the deed's own terms.
The client risk report
Send a client a secure link. Receive a Digital Asset Succession Risk Report, in your firm's name, with the issues ranked and the documents to fix them — no client-identifying data collected.
Digital Assets in Trust
Thirty chapters on how trustees should accept, hold, govern and distribute digital assets: authority under the deed, custody and key governance, valuation, forks and airdrops, AML and reporting, succession on death and incapacity. The book is the corpus the Assistant cites; the platform is the workflow the book describes.
Be among the first practices on the platform
Founding members get the professional edition of the book, a 30-day trial and the first Scanner report for their firm. Tell us your firm, jurisdiction and role and we will be in touch.