For notaries
Crypto in the estate, with its record already in the file.
When an estate includes crypto, heirs often arrive with a seed phrase or a custodian statement, and no history. DataPatrimony gives your office a reviewed Source-of-Wealth record, prepared while the holder is alive, lodged with you, and brought up to date on the day it is needed.
Handover letter
To the notary holding this letter
This letter accompanies a sealed Source-of-Wealth record prepared during the holder's lifetime. It explains what the record is and how to obtain it. No prior knowledge of DataPatrimony or ChainComply is needed.
- Contact the case desk and quote the case reference above.
- Send the key lodged with this letter over the secure channel the case desk opens.
- The record is refreshed to today's date and delivered to you, or to the bank the heirs name.
The case desk answers the receiving bank's questions on the record.
What your office receives
A record you can work from, not a folder of screenshots.
A record you can rely on
A reviewed file that traces each position to its origin, with the reconciliation in annexes and any open point named and quantified, not hidden.
A letter written for you
The handover letter is written so that a notary who has never heard of DataPatrimony knows exactly what to do with it.
The keyholder's role
The case reference and the key can be lodged with you. Nothing about the handover needs to be held by ChainComply.
A case desk for the heirs' bank
Once the record is delivered, the case desk answers the bank's questions on it, directly or through your office.
The intermediary route
Professional secrecy, put to work.
A client who does not want their identity known to ChainComply can engage through your office. You sign the engagement, hold the only record of who sits behind the code name, and act on the trigger your client defines. ChainComply never learns who your client is.
Your client
- Chooses a code name
- Defines successors and trigger
- Decides what the heirs receive
Your office
- Signs the engagement
- Holds identity, reference and key
- Acts on the trigger
DataPatrimony
- Knows the code name and your office
- Holds your client's data, under a case reference
- Cannot open the sealed record without the key
How it works with your office
Four steps, most of them yours to time.
-
Introduce
You raise it with clients planning a succession, or a client brings it to you.
-
Engage
Your client engages directly, or through your office under a code name.
-
Lodge
The case reference, the key and the handover letter are lodged with you, alongside the will.
-
Hand over
On the trigger, you contact the case desk. The record is refreshed and delivered to you or to the heirs' bank.
Next to each other
Never a commission.
ChainComply pays no referral fees and asks for none. Your fees are your own, the engagement is with your client, and your independence stays exactly where your professional rules put it.
What DataPatrimony does not do
- Give legal or tax advice
- Draft wills or deeds
- Hold keys, seed phrases or assets
- Contact a client you introduced, without you
For your office
Everything you need to raise it with a client.
The notary brief
Ten minutes on what the record contains, how it is sealed, and how the handover works in your office.
DownloadSAMPLE
A sample handover letter
The letter your office would hold, with the case reference and the three steps to follow.
View the sampleBRIEFING
A briefing for your office
Thirty minutes with a case lead, in person or by video, for the notaries and staff who handle succession.
Arrange a briefingCrypto in the estate should not arrive without its history.
Arrange a briefing for your officeArrange a briefing for your office, or request the notary brief. A ChainComply service.