Digital Assets Practitioner Toolkit
Practical templates, client documents, practitioner guides and clause options to help will-writers identify, record and plan safely for cryptoassets
The Digital Assets Practitioner Toolkit has been created for will-writers, estate planners and probate professionals who want a practical process for dealing with cryptocurrency and digital assets.
It includes client-facing documents, practitioner guides, fact-finding prompts, file-note wording, access planning guidance and a tiered digital asset clause pack covering Lite, Standard and Advanced client scenarios.
The toolkit is designed to support professional conversations and safer record keeping. It does not provide legal, tax, investment, regulated financial or technical recovery advice.
Want to work through the toolkit live?
Want to work through the toolkit live?
Join Simon for a practical half-day workshop showing how to use the Digital Assets Practitioner Toolkit in real client conversations.
What we’ll cover
This workshop is designed to help you turn the toolkit into a working process for your client meetings, file notes and drafting decisions.
- How to ask better digital asset questions
- How to use the A.C.E. fact-find structure
- How to identify exchange-held assets, wallets, DeFi and self-custody risks
- How to avoid recording passwords, private keys or seed phrases
- Why 2FA devices and “just log in” instructions create real problems
- How to choose between Lite, Standard and Advanced clause options
- When to slow down and signpost for specialist support
Workshop + Toolkit Bundle
£347
Includes the full toolkit and half-day live workshop.
Get the Bundle Workshop only: £197
Toolkit only: £197
Toolkit only: £197
Professional boundary: The workshop and toolkit are educational and process-support materials only. They are not legal, tax, regulated financial, technical recovery or cybersecurity advice. Clause wording should be reviewed against your firm’s own precedents and compliance approach before use.
Course Curriculum
Simon Dyer
I founded Plutus Crypto Consulting with the clear mission of demystifying the often complex world of cryptocurrency and digital assets for Estate planners and Financial Professional.
So, what sets me apart from other consultancy services?
I bring together over 25 years of leadership and operational experience in Financial Services, combined with a deep understanding of cryptocurrency as both a user and educator. I’m passionate about delivering clear, jargon-free training that helps professionals confidently navigate this emerging asset class.
My goal is simple: Empowering Will-writers & Estate Planners to Provide Crypto Estate planning services to their clients with confidence.
The cryptocurrency market is rapidly evolving, driven by institutional investment, the growth of major cryptocurrencies like Bitcoin and Ether, and the rise of AI Agents and NFTs. It's estimated by the FCA that around 7 million UK Adults hold Crypto assets, and with this, there is an increasing need for effective legacy planning.
I specialise in tailored training—online or in person—designed for professionals with little or no experience in the cryptocurrency market. Whether it’s one-to-one sessions, group workshops, or Self-paced on-line learning, my focus is on building foundational knowledge and instilling confidence when addressing client needs.
I’m a huge advocate for emerging technologies and passionate about simplifying complex concepts. My aim is to equip professionals to support clients in planning their legacy, in the event of death or loss of mental capacity.
If you’re looking for clear, effective guidance on cryptocurrency and blockchain, let’s connect: LinkedIn Profile: Simon Dyer
