Bitcoin Estate Planning

Name: Charlie Stevens
Address: SV
Price range: $$

Self custody with the right tools, training, and protocols so your wealth stays secure, usable, and survivable for your family and long term legacy.

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Get the Bitcoin Estate Playbook

A principled handbook for holding, securing, and passing on Bitcoin within a family estate. Enter your details and we'll email it to you straight away.

Bitcoin done
the right way

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Structure your bitcoin into
Spending, Savings, and Vault

Get written protocols your
family can follow

Have a point of contact
in an emergency

You don't get a second chance
with self custody

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Taking custody brings real questions

How do I secure Bitcoin properly with the right tools?

What order should I implement security so I don't make mistakes?

How do I build a system that balances security with real life usability?

How do I make sure my family can recover it if something happens?

You don't need more information.

You need a system you can trust for years.

Self-Custody Quiz

Learn about
what we do

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We don't just teach tools.

We build systems.

Most people can buy a device, but they don't know how to structure Bitcoin around real-life risks like retirement, relocation, separation, illness, inheritance, and emergencies.

We build a complete framework.

Designed for recovery and continuity.

Spending, Savings, Vault

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Your Bitcoin is most secure when each portion has a purpose and the right level of friction.

Spending

Low friction and highly convenient. Diverse and multipurpose. Kept to a low amount.

Savings

More secure and sovereign, with a good user experience and practical accessibility.

Vault

Highest security and redundancy. Designed to remove single points of failure and protect long term wealth.

What you receive

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A Comprehensive PDF Plan

Tools, steps, wallet structure, backup structure, written instructions, and allocation guidance across Spending, Savings, and Vault.

Live Implementation Support

Live support to set up, practice transactions, and build confidence using your system.

A Yearly Notification System

Reminders to practice transactions, test recovery, and check in with key holders so your setup stays current over time.

Emergency Continuity

Clear written instructions and a direct point of contact so your spouse or trusted family members can recover and transfer Bitcoin properly if something happens to you.

Important: We never hold your Bitcoin. We help you structure and secure it in self custody.

We've been where you are.

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Since 2017, we've guided individuals and onboarded businesses with different needs and risk profiles. We combine Bitcoin operational experience with financial and economic literacy to build custody systems that work in real life and remain recoverable under stress.

Charlie Stevens

Founder of Schelling Point

With years of guiding individuals through the Bitcoin standard, Charlie helps you build a coherent self custody framework so you can confidently hold, manage, and pass on Bitcoin.

Schelling Point is giving us the security we need to move forward to be totally confident with our Bitcoin.

— Karen & Antonio

I didn't know what I was doing with Bitcoin. They showed me the hardware and protocol to hold it long term. It puts your mind at ease.

— Philip

Since holding Bitcoin I've been worried about losing it and forgetting passwords. Schelling Point helped me feel secure and safe.

— Maureen

Bitcoin Estate Planning & Self-Custody Advisory

Create a 'top of the shelf' estate plan with your family's Bitcoin

Three structured engagements that take your household from exchange-held coins to durable, self-custodied, inheritable Bitcoin. This begins with a no-cost initial assessment.

Prices in USD. Sats shown are an approximation at ~$59,600 / BTC.

Foundation

For the individual or single-holder household putting Bitcoin into proper self-custody for the first time.

$1,300one-time

~2,150,000 sats

Self-custody setup and Bitcoin Financial Framework
Hardware and backup configuration, fully verified
Verification of your setup as we build it
Streamlined inheritance and recovery plan
First year of Essential Continuity included

Start with a free assessment

Most chosen by families

Family

For couples and families with meaningful holdings who want full redundancy and a clear inheritance path.

$2,900one-time

~4,850,000 sats

Everything in Foundation
Complete Inheritance and Redundancy Planning
Multi-location backup and recovery design
Guided handover for a spouse or trusted heir
First year of Advanced Continuity included
Advisory at the reduced $200/hr partner rate

Book your free assessment

Legacy

For families treating Bitcoin as patrimony, to be stewarded and passed across generations.

$6,500one-time

~10,900,000 sats

Everything in Family
Multi-generational custody structuring
Geographically redundant, tamper-evident backups
Annual in-person review and rehearsal of recovery
First year of Premium Continuity included
Priority advisory at the $200/hr partner rate

Request a private consultation

Individual services

Prefer to engage one piece at a time? Each service is available on its own.

Intro and Assessment

Understand where you stand. No obligation.

Free

Self-Custody Setup

Bitcoin Financial Framework

$500

~800,000 sats

Security Review / Audit

Independent check of an existing setup

$300

~500,000 sats

Inheritance and Redundancy Planning

Full recovery and succession design

$1,500

~2,500,000 sats

Ongoing Advisory

$200/hr for continuity-plan clients

$250/hr

~400,000 sats/hr

Continuity Plan, Essential

Annual check-in and updates

$350/yr

~550,000 sats

Continuity Plan, Advanced

Deeper annual review and support

$800–1,200/yr

~1,300,000–2,000,000 sats

Continuity Plan, Premium

Full-service, priority access

$2,000+/yr

from ~3,350,000 sats

All prices are denominated in USD. Sats are an approximation at ~$59,600 / BTC and will drift with the market, so they are indicative, not a locked quote. Continuity-plan clients receive 20% off the standard advisory rate ($250/hr to $200/hr). Engagements are fixed-scope and agreed in writing before any work begins.