Ian Bryzek, CPA

What records are needed for inherited cryptocurrency?

Crypto inheritance depends on wallet access, exchange statements, and a dated inventory of assets—screenshots alone are weak support.

Document how control was obtained and what was moved after death.

Legal authority to access devices or accounts remains counsel’s domain.

What to keep with the file

Legal authority to access devices or accounts remains counsel’s domain.

What to do next

Build a dated crypto inventory and exchange archive before moving assets between wallets.

What to gather

  • Exchange statements around death
  • Wallet addresses and inventory
  • Transfer history after death
  • Fair-value evidence used for the relevant date
  • Device or seed-access protocol notes per counsel

Who usually handles what

  • Ian can organize the tax reporting question and the supporting records.
  • An estate attorney handles title, authority, trust interpretation, and beneficiary rights.

A practical next step

Build a dated crypto inventory and exchange archive before moving assets between wallets.

Questions about title, probate authority, trust meaning, or a beneficiary's legal rights belong with an estate attorney. Start with the Professionals directory: /professionals/

Related guides

This is general tax information, not tax or legal advice. Outcomes depend on the documents, ownership, timing, and law that apply to the particular facts.

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Need to talk with Ian Bryzek?

Share the tax question and the records already available. Ian can help identify a practical next step.

(510) 538-6014 ian@bryzekcpa.com