Digital wealth deserves a real plan.
Building it was only the beginning.
Digital assets are now part of everyday life - from cryptocurrency and online accounts to important documents and access details.
But unlike traditional assets, they can be difficult to manage, secure, and access — and are often:
Unrecorded
Difficult to access
Unknown to family members
Lost when they are needed most
Heredix is a specialist support business, bringing clarity, structure and confidence to digital assets and selected estate planning matters.
Helping individuals and executors secure digital assets and plan ahead.
How Heredix Supports You
Heredix provides specialist support across three key areas, helping individuals, families, executors and professional advisers navigate digital assets with confidence.
Plan
Bring scattered digital assets into one clear picture and regain control
Create a clear digital asset inventory for future planning and legacy.
Crypto Tax Reporting Support, helping you organise records and prepare recognised reports for your accountant or Self Assessment.
Navigate transactions, staking and asset movements with greater confidence.
Protect
Secure your assets with best practice guidance, including self custody and setup
Understanding exchange security requirements and access.
Supporting clients with loss of digital assets, lockouts and scams
Build safer processes for managing digital wealth
Pass On
Provide specialist support to executors and legal professionals during estate administration
Ensure digital assets can be located, understood and dealt with properly
Help family members and executors know what to do next
Reduce confusion, delays and avoidable loss
Support succession and legacy planning for digital assets
How it Works
Free 30-Minute Consultation
A relaxed first conversation to understand your situation and whether we can help.
Action Consultations
One-hour paid sessions focused on practical solutions, planning and implementation.
Clear Next Steps
Every meeting ends with practical guidance and progress, so you can move forward confidently.
Choose Your Path
For Individuals
Get your digital assets organised, secured and ready to be accessed when it matters most, with confidence.
