SWW Crypto & Digital Assets in Estate Planning — Half day Workshop
Practical guidance for identifying, discussing and planning for crypto and digital assets in estate planning.
The Following live online workshop dates are currently available:
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 half-day Workshop is about
A practical introduction to cryptocurrency and digital assets for professionals who need to know what to ask, what to record and what to avoid.
This live half-day workshop focuses on the issues most likely to arise during estate planning and client fact-finding.
You’ll learn how clients may hold digital assets, the practical risks around wallets and access information, the difference between access and legal authority, and how to raise and record digital assets safely within your existing client process.
Choose the half-day workshop if you want the essential knowledge and practical tools without needing a deeper dive into probate, estate administration and complex case work.
3.5 hours CPD | Live online training | Practical tools you can use immediately
During the workshop we'll cover
- Cryptocurrency and digital assets explained in plain English
- How and where clients typically hold these assets
- Exchanges, wallets, private keys, seed phrases and 2FA
- Why asking only about “digital assets” may not be enough
- Practical fact-find questions to help identify holdings
- The difference between ownership, access and legal authority
- What information should be recorded on the client file
- What should never be recorded
- Common risks created by missing access information
- When to slow down, signpost or involve specialist support
The focus is practical throughout. This isn’t a technical cryptocurrency course and it isn’t about investment advice. It’s designed to help you have better client conversations and build digital assets into your existing estate planning process.
What you'll leave with
By the end of the workshop, you should have:
- A clearer understanding of cryptocurrency and digital assets in estate planning
- Better questions to use during client fact-finding
- Greater confidence identifying potential digital asset holdings
- A practical understanding of access versus legal authority
- Clearer guidance on what should and shouldn’t be recorded
- Greater awareness of wallets, exchanges, private keys, seed phrases and 2FA
- A simple process you can start using with clients straight away
- A clearer understanding of when specialist support may be needed
Who this workshop is for
This workshop is designed for will-writers, estate planners, probate professionals, private client professionals and anyone beginning to encounter cryptocurrency or digital assets in client conversations.
It’s particularly suitable if you want a practical grounding in the subject without needing the additional depth and case work covered in the full-day workshop.
What's included
Alongside the live 3.5-hour workshop, delegates receive access to the online course area and practical supporting resources, including:
- Pre-workshop material
- Digital Asset Client Checklist
- Practical fact-find prompts
- File-note and recording guidance
- Post-workshop resources
- 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.
Curriculum
Some Feedback from Previous Attendees
This workshop shed a lot of light on a topic that I previously was lacking in knowledge and confidence. Excellent presentation, Much appreciated.
Excellent course, exceeded my expectations and provided me with a huge amount of very valuable guidance and direction.
Thanks very much for an invaluable short course and making me more aware of potential pitfalls as well as a detailed and well explained presentation of the new world!
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
