Estate planning at BitGo
How to protect 9 BitGo accounts — manage beneficiaries by phone, and file death claims
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Verified Apr 2026
How your BitGo investment 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
6-step process, 7 required documents, and contact information for survivors.
View details →Frequently asked questions
BitGo Bank & Trust, N.A. operates under federal fiduciary authority, which may facilitate opening custody accounts in the name of a trust. Contact BitGo directly to discuss trust custody arrangements and the institutional onboarding process, which includes KYC/AML verification for all trustees and execution of a custodial services agreement.
Sources
Data sourced from BitGo primary sources (21 pages reviewed). How we research.
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Verified Apr 2026
Estate planning articles
Learn how to protect your BitGo accounts and other assets with trusts, beneficiary designations, and estate planning documents.
