Estates & Probate

Digital Asset Record Review for Estate and Probate Matters

When a decedent held cryptocurrency or digital assets, the produced record set is often incomplete, scattered across multiple exchanges and wallets, and difficult to evaluate. VARfacts delivers a structured, source-cited VARfacts Report for fiduciaries and counsel.

The Record Problem in Estate Matters

Executors, trustees, and estate counsel frequently encounter digital asset holdings with no centralized record. Exchanges may have closed accounts, wallet access may be lost, and the decedent may not have maintained organized documentation of holdings or transactions.

Whatever records are produced — account statements, transaction exports, wallet histories, correspondence with exchanges — must be evaluated to determine what they support, where they conflict, and what remains missing from the record set.

What VARfacts Delivers

Estate Record Evaluation

Produced records from exchanges, wallets, and custodians are organized, indexed, and evaluated.

Missing Record Identification

Gaps in the produced set are documented, including unproduced periods and incomplete account coverage.

Cross-Source Reconciliation

Records from multiple sources are cross-checked for consistency and documented conflicts.

Fiduciary-Ready Output

The VARfacts Report is structured for fiduciary accounting, court filings, and beneficiary review.

Common Scenarios

A decedent held accounts at multiple exchanges, but only partial records have been produced.

Wallet addresses are referenced in documents but no transaction history has been provided.

Beneficiaries dispute the completeness of the digital asset inventory.

The fiduciary needs a documented evaluation to satisfy court-ordered accounting requirements.

Contact Us

If you are managing an estate or probate matter involving digital asset records, contact VARfacts to discuss the record set and scope of evaluation.

Record-based evaluation and verification-status reporting only. Not legal, tax, or investment advice. No custody.