My Bitcoin Will Your Personalised Kit Completion Guide

Verifying your access…

Your Entire Bitcoin Estate Plan. One Sitting.

This is your home base. Bookmark it. It covers what you have, what to do first, and how to distribute your documents once signed. Open any section below to get familiar, then start the 10-minute setup when you're ready.

Want a faster result? The Guided package includes 2 × 30-minute 1:1 sessions with Dale and comes with a no-questions-asked money-back guarantee: if we can’t finalise your Bitcoin estate plan in 60 minutes, you get a full refund.

Upgrade to Guided →

🔒 This page is personalised to your purchase. Your link is unique to you. Nothing you enter here is stored by My Bitcoin Will.

▶ Watch this first: a short overview of the kit

Here's a short overview of the kit before you get started.

1It’s Simpler Than You Think

Your kit contains 13 documents: reference guides, checklists, and educational material, each with a role to play. Five of them are the ones you actually need to complete, and here’s a quick overview of each.

The 5 core documents

  • ①
    Digital Asset Inventory
    A practical list of your bitcoin holdings and digital accounts; what you have and where it lives. No access information. Helps your Executor identify what exists.
  • ②
    Will
    Your legally binding document. Appoints your Executor, names beneficiaries, governs distribution. Becomes public at probate, so private bitcoin details stay out of it.
  • ③
    Letter of Wishes
    Private, non-binding guidance for your Executor. Covers how bitcoin should be handled, names your Digital Asset Adviser, funeral wishes and personal messages.
  • ④
    Beneficiary Personal Message and Education Guide
    What your loved ones read after they inherit. Teaches them what bitcoin is and how to look after it safely, and carries a personal message from you.
  • ⑤
    Technical Roadmap (or your own access plan)
    The most sensitive document: the actual instructions your Executor needs to access your bitcoin. Edit template digitally, then complete by hand, stored separately from the Will.

Treat this as urgent. Not because it's morbid, but because the people who need this most are the ones you're leaving behind.

Start the 10-minute setup and you'll be well on your way to having your estate plan sorted. It identifies exactly what to complete, keep, and remove across those 5 documents.

2Your Game Plan

This is the full journey that is made up of 3 phases that take you from opening the kit to a signed, stored plan.

Phase 1: Prepare your workspace

  • Complete your personalised setup (below)

    The setup generates a custom PDF based on your responses, telling you exactly what to delete, what to keep, and what to fill in across each of the 5 core documents. It makes the whole process significantly faster and simpler. Keep it open beside you as you work through the kit.

  • Confirm your appointments

    You named your Executor, Alternate Executor and Digital Asset Adviser in the setup. If you have not already, contact each of them now, explain their role, and confirm they are willing to act before you proceed.

  • Verify your bitcoin map

    Map out every bitcoin stack, wallet and key storage location in detail, offline and by hand. You can also note any other digital assets (banking, social media, online accounts) your Executor will need to locate.

  • Organise your workspace

    Save the kit to a named master folder (e.g. "Smith, Estate Documents") with 2 subfolders inside: "Clean, Unedited" (untouched originals, never edit these) and "Drafts [Month, Year]" (always work on draft copies).

Phase 2: Complete your documents

There are 5 documents to complete; these are the core of your estate plan. Complete them in order, using your personalised PDF as your guide.

  • 1. Digital Asset Inventory

    Document every bitcoin stack and digital asset. The bitcoin section is not optional; banking and online accounts are optional but strongly recommended. This records what you have; it does not, on its own, give your Executor access.

  • 2. Will

    Use your personalised PDF to guide what to keep and remove. The recommended default is to leave bitcoin in the residuary estate rather than naming it as a specific gift, which keeps your holdings out of the public probate record.

  • 3. Letter of Wishes

    A private document. It does not prescribe how your bitcoin is distributed, but gives your Executor discretion and guidance on your preferences. This is where you can be specific about how you wish your bitcoin to be handled.

  • 4. Technical Roadmap

    Strongly recommended. Your Executor must be able to access your bitcoin, or your Will and Letter of Wishes become meaningless. Complete it digitally, then print it and fill in sensitive fields by hand. Prefer implicit instructions over recording seed phrases or keys directly.

  • 5. Beneficiary Personal Message and Education Guide

    Your chance to write directly to your beneficiaries: what you think about bitcoin, why you bought it, and your guidance for them. Do not leave it blank.

The Bitcoin Administration and Executor Education Guide, Kit Completion Checklist, Signing Ceremony Checklist and Annual Review Worksheet support completing and maintaining your plan. Not required, but recommended. They’re helpful for best practice and making sure nothing gets missed.

Phase 3: Sign, store and review

  • Sign the Will

    Sign with 2 independent witnesses present at the same time, signing and witnessing every page. Work through the Signing Ceremony Checklist step by step. You may also choose to sign your Digital Asset Inventory and Letter of Wishes (optional but recommended).

  • Set a review date

    Set an annual review date and add a calendar reminder. When it arrives, work through the Annual Review Worksheet: new bitcoin, new beneficiaries or different access arrangements all mean it is time to update your documents.

  • Store and distribute

    The recommended approach is straightforward: trust your executor and give them 5 documents when you sign — your Will, Letter of Wishes, Digital Asset Inventory, Beneficiary Personal Message and Education Guide, and Bitcoin Administration and Education Guide. Tell them how to access your Technical Roadmap. When the time comes, they’ll have everything they need in one place. Without these 5, they can’t access your bitcoin or even know how much you have.

    Critical rule: your Technical Roadmap is always stored separately from every other document, off-site, in a sealed envelope in a secure location, and your Executor must know how to reach it.

These steps are outlined in your Quick Start Guide (downloaded when you purchased the kit).

3Supporting documents

These documents support the 5 core ones. Read the short summary, open the full version in your browser, or download a copy.

Message from the Founder

A short personal letter from Dale Warburton, founder of My Bitcoin Will.

Dear Bitcoiner,

Congratulations on taking this step. You have a clear picture of your situation and a personalised guide to work from. That is the hardest part done.

The My Bitcoin Will Starter Kit exists because traditional estate planning falls short for bitcoin holders. A valid Will is essential, but it rarely provides enough clarity for your Executor or beneficiaries to actually act when it matters. This kit bridges that gap by combining your legal documents, supporting information, and practical access guidance in one place.

Important: This kit is not a substitute for legal, financial, tax, or technical advice. It is a practical tool to help you organise your intentions and information clearly. You remain responsible for your decisions, your appointments, and how you store and communicate important details.

A few important principles

Keep legal authority separate from access information. Your Will is the core legal document; your Technical Roadmap holds the access information. These must never be stored together. Be selective about what you record, where you store it, and who might one day read it.

If your situation involves complex legal, tax, trust, superannuation, or cross-border issues, seek professional advice. Ensure your Will is signed according to the legal requirements that apply in Australia.

Final thought

I built My Bitcoin Will for the community I am part of, and your trust means a great deal to me. I want this kit to deliver real value and genuine peace of mind for your self-custody journey. If you are not entirely satisfied within the first 30 days, I will provide a 100% refund, no questions asked.

Thank you for coming on this journey with me.

Dale Warburton
Founder & CEO, My Bitcoin Will
hello@mybitcoinwill.com

Open PDF Download
Companion Guide

Your detailed reference manual (114 pages).

The Companion Guide is the in-depth reference for the whole kit. Whenever you have a question about a decision, a trade-off, or how the documents work together, this is where to look. It is long by design; you do not read it cover to cover. Use your personalised PDF as your guide, and dip into the Companion Guide for detail when you need it.

Open PDF Download
Bitcoin Administration and Executor Education Guide

Bitcoin Estate Administration and Executor Education Guide (15 pages).

This guide is written for your Executor. It explains, in plain language, what bitcoin is, what they are responsible for, and how to approach recovering and distributing it safely; including when to bring in your Digital Asset Adviser. You do not need to complete it; it is there so your Executor can get up to speed when the time comes.

Open PDF Download PDF Download Word
Checklists

3 printable checklists help you finish, sign, and maintain your plan. Read what each one covers, then open or download the full version to work through and print.

Kit Completion Checklist

Recommendation: Complete every item before booking your signing appointment.

A step-by-step list covering every field and decision across all 5 core documents, plus the final cross-checks that catch inconsistencies (mismatched stack labels, trust ages, executor names). Work through it in order; do not proceed to signing until everything is ticked.

Open PDF Download
Signing Ceremony Checklist

Use this on the day you sign. An incorrectly executed Will may be invalid.

Covers what to do on the day: confirming both witnesses are eligible (neither a beneficiary nor a beneficiary's spouse, both 18 or older), the correct signing sequence with everyone present in the same room, and how to store everything safely afterwards.

Open PDF Download
Annual Review Worksheet

Once a year, ideally the same date. A 20-minute review now prevents months of problems later.

A yearly check across three areas: life and family changes (marriage, children, a beneficiary or executor who can no longer act), changes to your bitcoin holdings, and document consistency, so your plan stays current and your Executor is never caught out.

Open PDF Download

Before you begin

You've read the overview, so here's the short version before the questions start.

This setup takes about 10 minutes. Based on your answers, it produces a downloadable PDF showing you exactly which clauses to keep, which to delete, and what to fill in across your 5 core documents: the Digital Asset Inventory, the Will, the Letter of Wishes, the Beneficiary Personal Message and Education Guide, and the Technical Roadmap.

Your privacy is guaranteed.

Nothing you enter here is sent to us or stored on our servers. Your answers stay in your own browser and your personalised PDF is generated entirely on your device, including the results of your plan. We never see your information. If you would like to clear your answers from this device, use "Start over" at any time.

Need a refresher on how the kit works or the supporting documents?

The 5 documents that matter

Below is a short explanation of each of the 5 core documents. After you've read them, click continue to begin the personalised setup.

①

Digital Asset Inventory

A practical inventory of your bitcoin holdings and digital accounts. Records what you have and where it lives at a high level. Does not contain access information. This is to assist your Executor in identifying what exists. Importantly, you DO NOT need to complete every field. If you're looking for a quick result, focus only on the section that applies to your bitcoin and remove the rest.

②

Will

Your legally binding document. Appoints your Executor, names beneficiaries, and governs the distribution of your estate. Must be signed and witnessed correctly to be valid. Becomes public if it goes through probate, so private bitcoin details should not appear here. If you care about privacy and don't want to create an operational security risk for your beneficiaries, DO NOT list bitcoin as a specific gift, but instead include as part of the residue estate (i.e. everything left over that is not specifically gifted).

③

Letter of Wishes

Private, non-binding guidance for your Executor. Covers your preferences about how bitcoin should be handled (e.g. "don't sell in a panic"), names your Digital Asset Adviser, and includes funeral wishes and personal messages. Sits alongside your Will but stays private.

④

Beneficiary Personal Message and Education Guide

The document your loved ones read after they inherit. It teaches them what bitcoin is, why you held it, and how to look after it safely, and it carries a personal message from you. Mostly fixed educational content, with a few parts you personalise so it sounds like you.

⑤

Technical Roadmap (or your own access plan)

The most sensitive document in your kit. This is where you record the practical instructions your Executor will need to actually access your bitcoin such as wallet types, seed phrase locations, passphrase hints, and multisig quorum details. You can be explicit or implicit in how much detail you provide (implicit is recommended). Edit it digitally, complete it by hand, and store it separately from your Will. Use this template or your own method, but you must have an access plan.

About your bitcoin and digital assets

A few questions to personalise how you complete the Digital Asset Inventory. The Inventory is mostly a structured table where you list each "stack" (a holding of bitcoin held in a particular way), its custody type, and where it's physically located. You do not record seed phrases or sensitive access data here. It is also useful for including non-bitcoin asset information such as online share trading accounts, social media accounts or anything else relevant.

The first name of the person making this Will. We use it only to personalise your guide, for example "Prepared for Jim".
A "stack" is a discrete group of bitcoin held in one place, in one way. Your ColdCard Q is one stack, your exchange account is another, your multisig vault is a third. Document each separately, and don't overlook legal structure: bitcoin held in your own name, inside an SMSF, or through a trust are distinct holdings that must each have their own entry. Miss one, and your Executor may never find it.
These might include online banking, social media, email accounts, cloud storage, digital identities, or other crypto.
A Digital Asset Adviser is someone with bitcoin/technical knowledge who can help your Executor with the recovery process. They have no legal authority; they're a practical helper. This could be a trusted bitcoiner friend or another adviser.

About your Will

The Will is your legally binding document. The template includes several optional clauses. Your answers below tell us which clauses to keep, which to delete, and what to fill in. Every question affects what your personalised PDF tells you to do.

Specific gifts are particular items or amounts left to named beneficiaries, e.g. "my watch to my brother", "$10,000 to my favourite charity", "my car to my nephew". Anything not specifically gifted falls into the "residue" of your estate and is distributed to your main beneficiaries.
A Will becomes a public document after probate. If you name bitcoin specifically in your Will (e.g. "I leave my bitcoin to my son"), that fact becomes public, including the rough size of your holdings via your estate's overall value. Most bitcoin holders prefer to leave bitcoin as part of the residuary estate without naming it specifically, and use the Letter of Wishes to give private guidance about how it should be handled.

About your Letter of Wishes

The Letter of Wishes is private guidance for your Executor. It is not legally binding but is critically important. It complements your Will by giving context and direction without locking it into a public document.

Optional free-text in the Letter explaining your family circumstances; for example, blended family arrangements, estranged relatives, dependants with special needs, or anything else that helps your Executor understand your context.
Optional written messages: final words, key values you want upheld, thank-yous.
For example: "do not sell bitcoin in a panic", "transfer in specie to beneficiaries where possible", "engage a technical expert at Bitcoin Mentor for technical recovery". The Letter of Wishes is the right place for this guidance because it's private and doesn't become public at probate.
The Letter of Wishes can include a high-level pointer to where your access information lives, without disclosing the access information itself. For example: "My seed phrases are stored in [LOCATION]" or "[PERSON OR ORGANISATION] holds recovery information on my behalf." It must point to where the information is, never reproduce the information itself.

About your message to beneficiaries

The Beneficiary Personal Message and Education Guide is the document your loved ones read after they inherit your bitcoin. Most of it is fixed educational content that teaches them what bitcoin is, why you held it, and how to look after it safely. These few questions personalise the parts that should sound like you.

A short note in your own words at the start of the guide, for example why you bought bitcoin and what you hope it does for your family. If you say no, the guide opens with the standard heartfelt introduction.
The total number of people (or charities) you intend to leave something to. Your guide will remind you to name and account for every one of them in your Will.
This tells us which safety warnings to emphasise in their guide. If you are not sure, choose "a mix".
Naming a Digital Asset Adviser or trusted bitcoiner gives your beneficiaries a safe first port of call instead of turning to strangers online. This can be the same person you named earlier.
The template includes guidance about bitcoin's volatility and the value of patience. You can emphasise this or keep it neutral.

Your access plan: required, not optional

Read this carefully. This is the most important section of your entire estate plan.

Every other document in this kit assumes one thing: that when you die, your Executor will be able to access your bitcoin. If they can't, none of the rest matters.

The Technical Roadmap template is one way to document access. It's most useful for self-custody setups with seed phrases, passphrases, and multiple devices. For simpler setups, alternatives may be more appropriate.

You do not have to use the Technical Roadmap template. But you must have some access plan.

Personalised Setup Done

That's a lot of the heavy lifting out of the way. Click below to generate your PDF guide. Save it, print it if you prefer, and keep it open beside you as you work through the 5 core documents.

For a straightforward estate, most people complete the documents in 2–4 hours. More complex situations like multisig setups, blended families, and foreign assets will naturally take a little longer.

If you’d like to move through it 2–4x faster with hands-on support, consider upgrading to the Guided package. It comes with a 60-minute guarantee: if we can’t finalise your Bitcoin estate plan across two 30-minute sessions after you’ve done your prep work, you’ll get a full refund, no questions asked.

Upgrade to Guided →