Crypto & Digital Assets in Estate Planning — 26th November Full Day Workshop
Practical guidance for identifying, discussing and planning for crypto and digital assets in estate planning.
What this full-day Workshop is about
This live full-day workshop provides practical estate planning and probate-focused training on cryptocurrency and digital assets.
It is designed for will-writers, estate planners and private client professionals who want more than a basic overview. The session goes beyond simply explaining what crypto is and looks at how digital assets should be identified, discussed, recorded and planned for in real client files.
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, seed phrases and 2FA create unique estate planning risks
- Why “digital assets” can be too vague as a fact-find question
- The difference between ownership, access, authority and security
- 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
- Executor suitability, probate risks and practical estate administration issues
- How to use supporting documents such as inventories, letters of wishes and instruction packs
- High-level tax, gifting, trust and incapacity considerations, including when to signpost
- Practical case studies showing where client files can become difficult
- How to build this into your process without becoming a crypto expert
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, executor readiness, documentation and your internal process.
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, missing information and family control issues
- Understand how crypto can affect probate, estate administration and executor decision-making
- Identify when tax, valuation, gifting, trust or incapacity issues may need specialist input
- Understand how digital asset inventories, letters of wishes and instruction packs can support better planning
- Apply a simple process for asking, recording, covering access risks and signposting where needed
- Use practical case studies to build confidence in real client conversations
You’ll leave with a clearer process, practical tools and more confidence in how to deal with digital assets in client files.
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
- Teams who want a more consistent approach to digital asset conversations and file notes
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
- Want to know what can go wrong for executors and families after death
- Want to build digital asset planning into your normal client process
What's included
Delegates will receive access to a simple online workshop area containing:
- Pre-workshop download
- Live full-day training session
- Post-workshop delegate pack
- File note and client conversation guidance
- Digital asset checklist
- Practical fact-find prompts
- Guidance on what should and should not be recorded
- Practical implementation checklist
- 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
