SWW Crypto & Digital Assets in Estate Planning — Full Day Workshop 6hrs CPD
Practical guidance for identifying, discussing and planning for crypto and digital assets in estate planning.
The Following live online workshop dates are currently available:
24th November 2026 - 9.30-16.00
Further workshop dates for 2027 will be added as they become available.
After enrolling on the course, you’ll be able to select your preferred date from within the course area.
Places are subject to availability and additional dates may be added.
What this full day workshop is about
A practical, in-depth workshop for professionals who want to move beyond awareness and build digital asset planning into their client and estate administration processes.
The full-day workshop covers the essential foundations of cryptocurrency and digital assets, but gives us much more time to explore how those issues arise in real client files.
We look at client conversations, fact-finding and safe recording, but then go further into executor and probate issues, access and authority, supporting documentation, difficult cases and how to build a consistent approach within your practice.
Choose the full-day workshop if you want more than an introduction — and want the time to work through how digital assets should be handled in practice.
What makes the full-day workshop different?
The half-day workshop concentrates on the essential questions, risks and client conversations.
The full-day workshop goes further, with additional time for practical application, probate and executor considerations, supporting documentation, case studies and how to implement a workable digital asset process within your practice. 6 hours CPD | Live online training | Practical case studies and implementation
Who this workshop is for
This workshop is designed for will-writers, estate planners, probate professionals, private client solicitors and firms that want a more confident and consistent approach to cryptocurrency and digital assets.
What’s included
Alongside the live 6-hour workshop, delegates receive access to the online course area and a practical resource pack, including:
- Pre-workshop material
- Digital asset client checklist
- Fact-find prompts
- File-note and recording guidance
- Supporting planning documents
- Implementation resources
- Post-workshop materials
- Certificate of completion
Professional scope
This workshop provides general education and practical professional awareness. It does not provide legal, tax, financial or investment advice. Where individual circumstances require specialist advice, appropriate professional 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
