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Protect Your Crypto.

Our Firm Focuses on Digital Asset and Cryptocurrency Estate Planning in Florida

Estate Planning Form


Cryptocurrency and digital asset estate planning requires specialized legal analysis. A $200 consultation is required and will be applied toward your estate planning services if you retain our firm.



About You

Date of Birth
Month
Day
Year
Martial Status

To accurately guide you, you must provide information about your spouse or ex-spouse for asset protection to the fullest extent of the law.


Do you have children under the age of 18?

Your Florida Estate Planning Goals

What are your goals? Check all the apply.

Please describe other goals not listed here.

Preferred Consultation Date and Time
Month
Day
Year
Time
HoursMinutes

Please provide your preferred date and time for a consultation.


This request is not guaranteed, but it helps us identify availability and coordinate scheduling. You will receive confirmation once your appointment is reviewed.


Your Traditional Assets

Example:

Bank of America - Checking: $10,413.15


TD Bank - Savings: $7,812.92

Do you have life insurance?

Your Digital Assets

Note: We will ask for access methods and location/method of storage in person. Please give an approximate value based on the date of this form.


Do NOT include seed phrases, passcodes, or private keys.


Example:

Bitcoin - Coinbase - $4,012.13


Nominating Agents and Beneficiaries

Example:

First Choice: John Doe - Orlando, Florida - (407) 123-4567

Second Choice: Jerry Seinfeld - Tampa, Florida - (407) 234-5678

Third Choice: Elon Musk - Miami, Florida - (407) 456-7891

Example:

First Choice: John Doe - Orlando, Florida - (407) 123-4567

Second Choice: Jerry Seinfeld - Tampa, Florida - (407) 234-5678

Third Choice: Elon Musk - Miami, Florida - (407) 456-7891

Example:

First Choice: John Doe - Orlando, Florida - 100% - Son

Second Choice: Jerry Seinfeld - Tampa, Florida - 50% - Grandson

Third Choice: Elon Musk - Miami, Florida - 50% - Grandson


You're Almost Done!

Initial Consultation
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By signing above, I acknowledge and agree to the above terms. I understand that my electronic signature has the same legal validity and enforceability as a handwritten signature.

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