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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
Home→Financial Institutions→BitGo

Estate planning at BitGo

How to protect 9 BitGo accounts — manage beneficiaries by phone, and file claims through BitGo's Legal & Regulatory Requests

BitGo

Subsidiary of BitGo Holdings, Inc.

bitgo.com→
B

Client Support

Phone833-242-1493
Emailsupport@bitgo.com
WebsiteLearn more→

Legal & Regulatory Requests

Phone302-658-7581
Emailinquiries@bitgo.com
WebsiteLearn more→

Legal & Regulatory Requests

Phone833-242-1493
Emailinquiries@bitgo.com
Legal & Regulatory line
302-658-7581
WebsiteNotify online→
Verified Jul 2026

How your BitGo accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.

At BitGo, beneficiary designations are managed by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.

There are two sides to estate planning at BitGo: setting things up while you're alive, and the process survivors follow after a death.

Preparing your estate

Beneficiaries and trust funding

How to update beneficiaries by phone, and review 9 account types at BitGo.

View details →

When someone dies

Death claim process

Contact BitGo's Legal & Regulatory Requests to file a claim. 6-step process, 7 required documents, and contact information for survivors.

View details →

BitGo's Legal & Regulatory Requests can answer questions about beneficiaries, trusts, or death claims at 302-658-7581. Email inquiries can be sent to inquiries@bitgo.com.

Frequently asked questions

BitGo Bank & Trust, N.A. is a federally chartered national trust bank regulated by the OCC and operates under federal fiduciary authority, which enables it to open custody accounts in the name of a trust. Contact BitGo at support@bitgo.com or 833-242-1493 to discuss trust custody arrangements; the institutional onboarding process includes KYC/AML verification for all trustees and execution of a custodial services agreement.

SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • bitgo.com
  • investors.bitgo.com
  • occ.gov

Data sourced from BitGo primary sources (21 pages reviewed). How we research.

BitGo

Subsidiary of BitGo Holdings, Inc.

bitgo.com→
B

Client Support

Phone833-242-1493
Emailsupport@bitgo.com
WebsiteLearn more→

Legal & Regulatory Requests

Phone302-658-7581
Emailinquiries@bitgo.com
WebsiteLearn more→

Legal & Regulatory Requests

Phone833-242-1493
Emailinquiries@bitgo.com
Legal & Regulatory line
302-658-7581
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your BitGo accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your BitGo accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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