Digital-Asset Estate Implementation Specialist

Make digital‑asset estate plans executable.

Pullariani helps advisers map access, identify control risks, and prepare practical recovery workflows for wallets, exchanges, devices and digital-asset accounts.

Who We Support

Built for adviser-led digital-asset matters.

Pullariani works behind or alongside existing professional advisers, helping make digital-asset estate and continuity plans practical, documented and technically executable.

Private-Client Firms

For law firms and estate practitioners

Support for matters where a Will, trust, LPA or probate authority exists, but the practical access route to wallets, exchanges, devices, 2FA or recovery material is unclear.

  • Executor burden
  • Access and control mapping
  • Probate-ready technical inventories
  • Adviser-led implementation
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Family Offices & Fiduciary Advisers

For family offices and fiduciary teams

Support for continuity, governance and succession planning where digital-asset control depends on one person, device, signer, provider process or undocumented recovery route.

  • Signer concentration risk
  • Recovery workflow design
  • Family capability and governance
  • Annual review and change support
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Digital-Asset Providers

For platforms, custody and wealth-continuity providers

Support where providers need an external technical-estate implementation layer for client handoff, mixed custody and self-custody cases, recovery planning or adviser-facing documentation.

  • Provider boundary support
  • Client handoff pathways
  • Recovery and signer governance
  • Referral and implementation support
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The Blind Spot

Legal authority does not automatically create technical access.

Tools & Network

Selected tools and professional resources.

Selected tools, platforms and independent professional resources may support certain Pullariani workflows where appropriate to the client structure.

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What You Receive

What the engagement produces.

Each matter is scoped around the client structure, custody model, risk profile and adviser-led plan. Deliverables are selected according to the agreed scope, not applied as a one-size-fits-all package.

Access and control map

A practical map of where assets, accounts, wallets, devices, authentication methods and recovery routes sit, and who can act in each situation.

Technical asset inventory

A structured inventory designed for adviser, executor or fiduciary use, without storing seed phrases, private keys or complete passwords.

Dependency and risk register

A clear record of single points of failure, signer concentration, device dependency, 2FA issues, provider uncertainty and undocumented recovery gaps.

Recovery workflow

A step-by-step continuity route showing what should happen after death, incapacity, key loss, device loss, provider change or role change.

Signer governance plan

A documented view of signer roles, control boundaries, recovery logic and how unilateral control is avoided where the structure requires it.

Executor or adviser runbook

A practical guide for authorised parties, setting out what to locate, who to contact, what authority is needed and what should not be touched without guidance.

Implementation action list

A prioritised list of recommended next steps, separated into immediate safety fixes, documentation work, technical implementation and future review items.

Annual review record

A review note covering changes to assets, platforms, devices, signers, family roles, legal structures and recovery assumptions.

Outputs do not contain full seed phrases, private keys, complete passwords or complete 2FA backup codes. Pullariani does not take custody or unilateral control of client assets.

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How It Works

A practical route from issue to executable plan.

The process is adviser-led and scoped to the matter. Pullariani supports the technical access, control and continuity workflow while the existing adviser keeps the client relationship and professional role.

  1. 01

    Adviser introduction

    The law firm, family office, trustee, adviser or provider identifies a digital-asset access or continuity issue and confirms who is authorised to discuss the matter.

  2. 02

    Technical discovery

    Pullariani maps wallets, accounts, devices, authentication methods, responsible parties and existing recovery arrangements without collecting client secrets.

  3. 03

    Risk and control design

    Access gaps, single points of failure and signer dependencies are identified, then proportionate control or recovery options are designed around the adviser-led plan.

  4. 04

    Implementation and documentation

    The agreed workflow, inventory, signer structure, recovery logic and runbooks are prepared and implemented within the defined scope.

  5. 05

    Review and event support

    The arrangement can be reviewed when holdings, providers, devices, signers, family circumstances or legal structures change. Event support may be provided after death or incapacity, subject to lawful authority and agreed scope.

Pullariani does not replace legal, tax, investment, custody or fiduciary advisers. It supports the technical and operational layer behind the plan.

Service Pathway

From initial screen to ongoing continuity.

Pullariani engagements are fixed by scope and matter complexity. The service path can begin with a limited screen, then move into review, implementation, documentation, annual updates or defined event support where needed.

01

Matter Triage / Initial Technical Screen

A limited first-stage review to understand the matter, identify obvious access or control issues, and decide whether a fuller engagement is needed.

  • One initial matter
  • Key access and custody questions
  • Obvious risk identification
  • Recommended next step
  • No full implementation
02

Access & Safety Review

A structured review of holdings, access routes, wallet or exchange dependencies, authentication methods, control risks and documentation gaps.

  • Asset and access mapping
  • Control and dependency review
  • Risk register
  • Recommended action plan
03

Technical Implementation

Design and documentation of non-custodial control, signer, recovery and continuity workflows behind the adviser-led plan.

  • Signer role design
  • Recovery workflow
  • Technical inventory
  • Executor or adviser runbook
04

Annual Review & Change Support

Updates after changes to assets, platforms, devices, signers, legal structures, family roles or provider arrangements.

  • Continuity review
  • Documentation refresh
  • Rekey or migration planning
  • Change notes for adviser file
05

Event Support

Defined technical and operational support after death, incapacity, key loss, device loss or other agreed trigger, subject to lawful authority, provider requirements and Pullariani engagement terms.

  • Authority and scope check
  • Guided technical support
  • Recovery or transfer workflow support
  • Factual event record

Services are scoped case by case. Pullariani does not hold client assets, seed phrases, private keys, complete passwords or unilateral transaction authority.

Contact

For private-client law firms, family offices, and fiduciary advisers handling digital asset succession matters.

Initial conversations are private, without obligation, and held in UK or EU business hours.