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2 - Future-Proof Your Practice: Why Crypto is Key
7 Lessons -
3 - Introduction to Cryptocurrency and Estate Planning
11 Lessons-
Start3.1 Understanding Cryptocurrency
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Start3.2 Traditional Estate Planning vs. Cryptocurrency Estate Planning
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Preview3.3 Blockchain Technology
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Start3.4 Cryptocurrency Wallets
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Start3.5 Different Types of Cryptocurrency Wallet
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Start3.6 Security Aspects
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Start3.7 Wallet Simulation
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Start3.8 Wallet Security
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Start3.9 What is an "NFT"?
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Start3.10 DeFi - Decentralised Finance
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Start3.11 Knowledge Check
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4 - Client Consultation and Information Gathering
6 Lessons -
8 - Taxation and Cryptocurrency
8 Lessons
Estate Planning & Crypto Assets 1: A guide for Will-writers, Estate Planners & Probate Professionals
Learn about Cryptocurrency, how it works, the importance of planning effectively and some of the potential challenges of dealing with client assets
Course Summary
Are you prepared to handle the complexities of cryptocurrency in estate planning?
In this course, you’ll gain a clear understanding of digital assets, their unique challenges, and how to confidently incorporate them into your estate planning practice.
Designed specifically for will-writers and estate planners, the aim of this course is to equip you to meet the needs of today’s clients as well as helping you identify additional opportunities to help clients and their family members with their digital assets.
What You’ll Learn
In under an hour, you’ll gain actionable insights into:
- Crypto Fundamentals: What cryptocurrencies are, and why including them in an estate plan is essential.
- Digital Estate Challenges: Learn about private keys, storage, and the risks of unplanned crypto assets.
- Real World Case Studies: To show the importance of clients including Crypto in their Estate plans.
- Tools for Success: Explore factfinding techniques, asset documentation, and other tools to help streamline crypto estate planning.
Course Highlights
- Clear & Practical: Perfect for beginners and experienced will-writers alike, with actionable takeaways.
- Engaging Examples: Real-world case studies to bring the importance of crypto planning to life.
- Business Growth: Unlock new revenue opportunities through identifying and meeting additional needs.
Who Should Take This Course?
- Will-writers & Estate Planners: Future-proof your practice by addressing modern client needs.
- Probate Professionals: Learn how to deal with clients estates containing crypto assets effectively.
- Advisors & Executors: Gain confidence in identifying and handling digital estates.
Why take this Course?
- Unlock New Opportunities: Service a growing market of crypto holders seeking estate planning expertise.
- Secure Client Legacies: Prevent assets from being lost due to poor planning.
- Stay Ahead of the Curve: Position yourself as a forward-thinking professional in a changing industry.
Increase your confidence dealing with clients who hold cryptocurrency assets in your estate planning discussions - scroll down to see the course curriculum!
Course Pricing
Course Curriculum
Simon Dyer
I founded Plutus Crypto Consulting with the clear mission of demystifying the often complex world of cryptocurrency and digital assets for Estate planners and Financial Professional.
So, what sets me apart from other consultancy services?
I bring together over 25 years of leadership and operational experience in Financial Services, combined with a deep understanding of cryptocurrency as both a user and educator. I’m passionate about delivering clear, jargon-free training that helps professionals confidently navigate this emerging asset class.
My goal is simple: Empowering Will-writers & Estate Planners to Provide Crypto Estate planning services to their clients with confidence.
The cryptocurrency market is rapidly evolving, driven by institutional investment, the growth of major cryptocurrencies like Bitcoin and Ether, and the rise of AI Agents and NFTs. It's estimated by the FCA that around 7 million UK Adults hold Crypto assets, and with this, there is an increasing need for effective legacy planning.
I specialise in tailored training—online or in person—designed for professionals with little or no experience in the cryptocurrency market. Whether it’s one-to-one sessions, group workshops, or Self-paced on-line learning, my focus is on building foundational knowledge and instilling confidence when addressing client needs.
I’m a huge advocate for emerging technologies and passionate about simplifying complex concepts. My aim is to equip professionals to support clients in planning their legacy, in the event of death or loss of mental capacity.
If you’re looking for clear, effective guidance on cryptocurrency and blockchain, let’s connect: LinkedIn Profile: Simon Dyer
