Crypto & Digital Assets in Estate Planning — 24th September Half day Workshop
Practical guidance for identifying, discussing and planning for crypto and digital assets in estate planning.
What this half-day Workshop is about
This live half-day workshop focuses on the practical estate planning risks created by cryptocurrency and digital assets.
It is designed for will-writers, estate planners and private client professionals who need to know what to ask, what to record, what to avoid, and when specialist support may be needed.
Within the workshop, we’ll cover:
- What cryptocurrency and digital assets actually are, in plain English
- How and where clients typically hold these assets
- Why exchanges, wallets, private keys and seed phrases create unique estate planning risks
- Why “digital assets” can be too vague as a fact-find question
- The difference between ownership, access and authority
- What legal recognition of digital assets means in practice, and what it does not solve
- Why lost access, missing records and unclear instructions can create problems for executors and families
- What should be documented, and what should never be written into a will or client file
- How to raise digital assets confidently during fact-finding and review meetings
- When to slow down, signpost or bring in specialist support
The focus is practical throughout. This is not a technical crypto course, and it is not about investment advice. It is about helping you improve client conversations, file notes and estate planning processes.
What you’ll learn
By the end of the workshop, you should be able to:
- Understand cryptocurrency, NFTs and other digital assets in estate planning terms
- Recognise when a client may hold crypto or digital assets, even if they do not describe them clearly
- Ask better fact-find questions without asking for sensitive access details
- Understand the difference between assets held on exchanges and assets held in self-custody wallets
- Explain why access is not the same as legal authority Identify the risks around private keys, seed phrases, 2FA, wallets and locked accounts
- Know what should be recorded safely in the client file
- Know what should never be recorded in a will, file note or ordinary client document
- Recognise red flags around executors, attorneys, beneficiaries, scams and missing information
- Understand when further advice or specialist support may be required
You’ll leave with a clearer structure for asking the right questions and recording the right information safely.
Who this webinar is for
This workshop is ideal for:
- Will-writers
- Estate planners
- Probate professionals
- Solicitors working with private clients
- Firms reviewing their fact-find and estate planning processes
- Professionals who are starting to receive client questions about crypto or digital assets
It will be especially useful if you:
- Have clients asking about cryptocurrency or digital assets
- Suspect some clients may hold crypto but are not mentioning it
- Currently ask about “digital assets” but are not sure the wording is specific enough
- Want to improve your fact-find questions and file notes
- Want practical guidance without technical jargon
- Need to understand the risks without becoming a crypto expert
What's included
Delegates will receive access to a simple online workshop area containing:
- Pre-workshop download
- Live half-day training session
- Post-workshop delegate pack
- Digital asset checklist
- Practical fact-find prompts
- Guidance on what should and should not be recorded
- Feedback form
- Certificate of attendance/completion
The aim is to give you practical tools you can use in client conversations and internal processes after the workshop.
Important note
This workshop is for general education and practical professional awareness only.
It is not legal advice, tax advice, financial advice or investment advice. Where client circumstances involve complex tax, legal, succession, incapacity, trust, probate or technical access issues, appropriate specialist support should be sought.
Course Curriculum
Simon Dyer
Simon Dyer is the founder of Plutus Crypto Consulting, a UK-based training and consultancy specialising in cryptocurrency, digital assets, and estate planning.
With over 25 years’ experience in financial services, operations, and professional training, he now works closely with will-writers, estate planners, probate professionals, and solicitors, helping them understand how cryptocurrency and digital assets impact wills, probate, LPAs, and client risk. He regularly delivers training for professional bodies and industry groups, and supports probate teams on real-world crypto estate cases, including complex situations involving lost access, multiple wallets, exchanges, NFTs, and decentralised finance (DeFi).
Simon is known for his clear, jargon-free approach, translating complex digital concepts into practical guidance that non-technical professionals can confidently apply with clients. His training is grounded in real case studies, current UK law, and emerging regulation, including the Property (Digital Assets) Act 2025. Alongside his consultancy work, he is a frequent speaker at industry conferences and meetups, and is the founder of one of the UK’s largest crypto education communities. This session draws on Simon’s hands-on experience helping families, executors, and professionals avoid costly mistakes and permanent loss when digital assets are not planned for properly.
He is also CEO and Co-Founder of FundRaisely, a UK-based fundraising platform that helps charities, schools, and community groups raise funds using digital tools and interactive events. Through FundRaisely, Simon works at the intersection of technology, compliance, and real-world financial impact, further grounding his training in how digital assets and systems are used outside of theory.
If you’re looking for clear, effective guidance on cryptocurrency and blockchain when dealing with your Estate Planning or Probate clients, let’s connect: LinkedIn Profile: Simon Dyer
