If you inherit or otherwise become entitled to Bitcoin held in a Swan account, the best thing to do is contact us to inform us of the situation. Like most other assets, the ownership of the Bitcoin held at Swan accounts can be transferred in accordance with the deceased’s estate planning documents or the state's intestate laws.
The executor of the estate, the trustee, or the legal successor must contact us by submitting a request. Our team will walk them through every step of the process, which typically includes:
- Providing legal documentation:
- A certified copy of the death certificate
- Probate documents or court orders appointing the executor or administrator of the estate
- Trust documents (if applicable)
- Identification and contact information for the executor, trustee, or legal successor
- Verifying the legal authority of the executor, trustee, or successor:
- Swan and the custodian on record, will review the provided documentation to confirm the individual's legal authority to access the funds.
- Transferring the funds:
- Once the legal authority is verified, Swan will assist in transferring the funds to the designated beneficiary or the estate, in accordance with the account holder's estate plan or applicable laws.
Please note that the specific requirements and process may vary depending on the jurisdiction and the individual circumstances of the estate. Swan's team will provide guidance and support throughout the process to ensure a smooth transfer of funds to the rightful beneficiaries.
We understand that dealing with the loss of a loved one is a difficult and emotional time. Our goal is to make accessing and distributing the funds as simple and stress-free as possible for the deceased’s loved ones and rightful heirs.