Tax reports for heirs and their accountant.
Claim-time FMV snapshots, per-heir asset breakdowns, and draft CSV, PDF, or structured JSON exports for professional review.
The biggest tax trap in crypto inheritance is inheriting an asset at its original cost basis — paying capital-gains on your parent's 10,000x appreciation. Nearly every major jurisdiction has a "stepped-up basis" rule that resets basis to fair-market value at inheritance.
HeirVault records claim-time price snapshots where available and turns them into per-heir draft reports. If valuation data is missing, the report says so clearly instead of turning blanks into false certainty.
Key features
Claim-time FMV evidence
Per-asset, per-heir snapshots from configured price sources, with partial-data status when valuation is incomplete.
Draft exports
CSV, PDF, and JSON packets for tax software or accountant review. HeirVault does not auto-file jurisdiction forms.
Per-heir share breakdown
Each heir gets their own report for their share only, with transaction hashes and source metadata as evidence.
Reviewable basis records
After inheritance, heirs get a starting evidence packet they can reconcile with local tax rules and later sale records.
Draft
Report status
Professional review recommended
Clear
Valuation status
Complete, partial, or unavailable
3
Export formats
CSV, PDF, and JSON
Questions
Frequently asked
What is stepped-up basis and why does it matter?
When someone inherits an asset, most tax jurisdictions reset the asset's cost basis to its fair market value at the moment of inheritance. This "step up" can wipe out decades of accumulated capital gains — your heirs pay tax only on gains from the inheritance date forward, not your lifetime gains. Crypto is no exception.
Which jurisdictions are supported?
The report includes informational filing references for major jurisdictions such as the US, UK, selected EU countries, UAE, and Singapore. Local treatment varies, so heirs should review the export with a qualified tax professional.
How is fair market value determined?
The report uses claim-time price snapshots when available, currently from configured pricing sources such as CoinGecko. If a price source is unavailable, the report marks valuation as partial or unavailable instead of treating missing data as final.
Can my accountant use the report directly?
The CSV, PDF, and JSON exports are designed as review packets for an accountant or tax-software workflow. They are not filed automatically and should be checked against local rules before submission.
Does the vault owner owe tax during life?
The report focuses on claim-time inheritance evidence and does not decide whether a lifetime action is taxable. AAVE supply, bridge movement, sale, or withdrawal treatment depends on jurisdiction and facts.
Give heirs a cleaner evidence packet.
Tax report drafts are generated from claim-time snapshots when valuation data is available. Available on all Family+ plans.
See a sample report