Estate Planning & Crypto Assets Bundle
3 courses and tools for estate planners bundled into one package
Course Summary
This bundle of courses contain training on what Cryptocurrency is and how it works, how this applies to clients when meeting and the differences in planning for Cryptocurrency compared to traditional estates. It also contains a set of tools to use with clients to help plan and manage their cryptocurrency and guides to how to create plans for family members or executives dealing with assets.
Courses Included
Course Pricing
Willwriter Bundle
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Combined course for willwriters on Cryptocurrency and digital assets, including tools
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
