For Estate Attorneys and CPAs
Bitcoin held in self-custody cannot be moved by court order. Whoever controls the keys controls the asset, regardless of what the documents say. Veritas Bitcoin Strategies is brought in on estate and trust matters involving Bitcoin or other digital assets so the plan the attorney drafts actually works.
Eric does not give legal or tax advice and does not draft documents. The attorney remains the attorney, and the CPA remains the CPA.
Eric never holds, sees, or stores a client’s keys, seed phrases, or recovery material, and is not a custodian.
The client relationship stays with the attorney. Eric coordinates with the attorney and CPA, keeps them informed, and never works around them.
Bitcoin-led estate support
The work is Bitcoin-led and covers any cryptocurrency or digital asset in the estate. Either the attorney engages Veritas on the matter, or the client engages Veritas directly on the attorney’s referral. Each engagement begins with a free discovery call.
Determine what the client actually holds, where it is held, and who can move it. An inventory that distinguishes an exchange account, brokerage holding, qualified custodian, and self-custody is the starting point for workable documents.
An app or exchange account and keys the client holds personally require different handling in the plan. The operating model determines who can authorize access or transfer, and what practical access exists when the client is incapacitated or dies.
Compare qualified custodians, trust companies, and collaborative multisignature custody, including which arrangements can be titled to a trust. Eric helps evaluate and set up the custody arrangement with the provider, then coordinates trust titling with the attorney. Eric never holds or accesses keys.
A trust can be signed and still left unfunded. The practical steps for titling and moving digital assets into the trust must be coordinated with the chosen custodian and the attorney’s instructions.
A fiduciary needs a workable process to oversee a volatile asset prudently. That includes knowing what is held, understanding the custody arrangement, access and authorization, obtaining appropriate reporting, and coordinating with professional advisers.
Eric’s role
Eric helps select and set up custody with qualified custodians, trust companies, or collaborative custody providers, and coordinates titling with the attorney. He does not hold or access keys, seed phrases, or recovery material.
21 years
Advising
3 books
Including Bitcoin and the Family Office, with a foreword by Richard Wilson
Registered Investment Adviser. Developing CLE programming with Lawline, launching December 2026.
Free resources
Four ungated PDFs are available to download directly, with no form or email required.
Custody, drafting, administration, and tax questions, organized by stage of the engagement.
Download PDFThe questions to ask before the first draft.
Download PDFWhere standard estate planning breaks down with Bitcoin.
Download PDFFive ways a client may hold Bitcoin, what each means for the estate, and its security profile.
Download PDFMatter intake
A short intake helps Eric understand the matter and schedule a free discovery call. The attorney retains the client relationship.
Upcoming session
A monthly briefing for estate attorneys, trust officers, CPAs, and financial advisers whose clients already hold Bitcoin. It covers how Bitcoin is held and how custody affects control, how it transfers at incapacity or death, how it can be titled and held in trust, and where planning commonly breaks down. Each session ends with live Q&A.
A 30-minute conversation to understand the current situation and whether there is a genuine fit. No pitch.
Schedule a Conversation