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2 - Introduction to Will Writing and Estate Planning in the UK
7 Lessons -
3 - Will-Writing
9 Lessons
Wills, Probate & Estate Planning: A Complete Step-by-Step Course
Learn the fundamentals of wills, probate, intestacy, trusts and inheritance tax – ideal for will writers, estate planners, legal professionals,
Course Summary
Understand Wills, Probate & Estate Planning – The Practical Course That Brings It All Together
Whether you're a will writer, estate planner, financial adviser or simply someone who wants to understand how wills and probate really work, this course is built to give you clear, practical knowledge with real-world relevance.
We strip away the jargon and take you step-by-step through everything from writing a valid will, valuing an estate, dealing with intestacy, and understanding probate – right through to trusts, inheritance tax, and how to avoid common pitfalls.
This is more than just a legal theory course. It’s designed for professionals who need confidence when speaking to clients, and individuals who want to get their own affairs in order. You’ll explore key legislation, learn through relatable examples, and discover how to spot – and solve – problems before they arise.
It’s also ideal for legal, financial and estate planning professionals who want to refresh or deepen their knowledge.
Throughout the course, you’ll learn at your own pace, with interactive elements like quizzes, flip cards, and case studies to bring each section to life. We focus on real-life situations, not just textbook scenarios – giving you the confidence to apply what you learn straight away.
If you want to demystify the world of wills, trusts and probate – and gain clear, up-to-date knowledge you can actually use – then this course is for you.
Ready to build your confidence and skills?
Enrol today and take the first step toward mastering wills, probate, and estate planning.
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
