How to designate beneficiaries at Casa
Covers 6 crypto accounts — beneficiaries can be managed online
Casa Inheritance (no separate claims department -- a designated Recipient requests vault access in the Casa app; Private Client Enhanced Verification claims go through the app help or concierge feature)
Estate planning for your Casa accounts starts with understanding how each one transfers at death. Beneficiary designations bypass probate, but the right approach depends on the account type, your tax situation, and how much control you want over distributions.
Casa offers 6 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.
Special Requirements
- There is no POD/TOD beneficiary designation at Casa -- Casa Inheritance (an app-based Recipient designation) is the only transfer mechanism Casa offers
- Both the vault owner and the Recipient must have the Casa app and a Casa account
- The Recipient must be at least 18 years old
- The Recipient needs only an email address on the standard path -- no KYC, government ID, or other personally identifiable information (Enhanced Verification is the exception and requires a US government-issued ID from both parties)
- Only one Recipient may be designated at a time; Enhanced Verification allows one optional backup Recipient
- Ongoing key health checks are required of both the owner and the Recipient to keep the shared keys usable
- Enhanced Verification is limited to Private Client members who are US residents
Sources
Data sourced from Casa primary sources (15 pages reviewed). How we research.
Download these Casa instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Casa primary sources. Bring it to the branch or keep it beside the phone.
Casa Inheritance (no separate claims department -- a designated Recipient requests vault access in the Casa app; Private Client Enhanced Verification claims go through the app help or concierge feature)
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