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Introduction to Will Writing and Estate Planning in the UK
7 Lessons -
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
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
