IPW Crypto & Digital Assets — Probate & Practical Administration
Practical guidance for administering estates containing crypto and digital assets
HOW BOOKING WORKS
Step 1 - Enrol on the course
Step 2 - Once enrolled, choose and book your preferred live workshop date from your course area
AVAILABLE LIVE WORKSHOP DATES:
9th December 2026 - 9:30-13:00
26th January 2027 - 9:30-13:00
Further 2027 dates will be added as they become available.
Important: enrolling on the course does not reserve a live workshop date.
You’ll need to book your preferred available session separately from your course area after enrolling.
Dates are subject to availability and additional dates may be added.
Crypto & Digital Assets — Probate & Practical Administration
A client has died. You know — or suspect — that cryptocurrency or other digital assets may form part of the estate.
What do you actually do next?
This live 3.5-hour workshop takes the principles from estate planning and applies them to the practical realities of estate administration.
Rather than focusing on what cryptocurrency is, Module 2 looks at the questions that arise once someone has died:
What should be preserved? What has actually been established? Who has authority to act? How do we deal with providers? How should the asset be valued? And what needs to happen before anything is sold, transferred or distributed?
The workshop is built around a practical four-stage framework:
PRESERVE → ESTABLISH → DECIDE → EVIDENCE
The aim isn’t to turn probate practitioners into crypto technicians. It’s to give you a structured process for dealing with cryptoassets safely, proportionately and with a clear evidence trail.
During the workshop, we'll cover
- What to do when cryptocurrency is reported, suspected or discovered in an estate
- Why the first decision shouldn’t simply be “how do we get in?”
- Preserving devices, documents and evidence without confusing preservation with authority to access
- The difference between ownership, access, control and legal authority
- How to work from clues towards evidence without treating assumptions as established facts
- Provider-held assets versus self-custody and why the administration route differs
- How to approach provider enquiries and record what has — and hasn’t — been confirmed
- The difference between a request being sent, authority being accepted, a holding being confirmed and an asset actually being released
- Establishing and evidencing a date-of-death valuation
- Why inaccessible or difficult assets don’t automatically have a nil value
- Recognising tax questions without trying to turn the probate file into a tax calculation
- Estate decisions involving sale, retention or distribution of cryptoassets
- Beneficiary preference versus entitlement and practical readiness to receive an asset
- When legal, tax, technical or valuation input may be required
- How to deal with unusual arrangements, conflicting evidence and suspicious recovery approaches
- Recording decisions, authority, outcomes and outstanding actions so the file tells the administration story
The focus is practical
This is not a technical wallet-recovery course. You won't be taught to test passwords, recover seed phrases, sign transactions or move cryptocurrency.
Instead, the focus is on helping you recognise what needs to be established before those sorts of actions are even considered, and making sure the right person deals with the right question.
Throughout the workshop, we’ll use practical estate scenarios to apply the process rather than simply discussing theory.
Who this workshop is for
This workshop is designed for will-writers, probate practitioners, estate administrators and private client professionals who may encounter cryptocurrency and digital assets during estate administration.
It is particularly relevant if you:
- already deal with probate or estate administration;
- prepare Wills but also support families after death;
- want to understand what happens to the digital-asset planning information collected during a client's lifetime; or
- need a structured process for cases involving exchanges, wallets and other cryptoasset arrangements.
Module 2 prerequisite
This workshop assumes a basic understanding of cryptocurrency and digital assets.
You should already understand concepts such as exchanges, wallets, private keys, seed/recovery phrases, self-custody and the distinction between access and legal authority.
Completion of Crypto & Digital Assets — Estate Planning Foundations is recommended.
If you already have equivalent knowledge, you do not need to repeat Module 1 before attending.
What’s included
Alongside the live workshop, you'll receive a practical module 2 practitioner pack, including:
- Crypto Probate
- What to Do Monday Morning Crypto Probate Administration Checklist
- Crypto Provider Enquiry & Evidence Log
- Crypto Valuation Record
- Crypto Estate Decision & Distribution Record
- Crypto Probate Red Flags & Specialist Referral Guide
You’ll also receive pre-workshop preparation material and access to the online course area.
3.5 hours CPD | Live online | Practical probate resources included
Professional scope
This workshop provides general education and practical professional awareness. It does not provide client-specific legal, tax, financial or investment advice, account access, custody or technical recovery services.
Where a particular estate requires legal, tax, technical, valuation or other specialist input, appropriate professional advice should be obtained.
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
