Crypto Estate Planning: Free 45-Minute Taster
Join this free taster session for a practical introduction to cryptocurrency and digital assets in estate planning. We’ll look at what clients may hold, why access can fail after death, and the key questions will-writers and estate planners should start asking.
You’ll also receive a free Digital Assets Client Checklist to help you spot red flags and record information safely.
Please note: This session is for educational and process-support purposes only. It is not legal, tax, investment or regulated financial advice.
WHAT YOU’LL GET FROM THIS FREE TASTER SESSION
What this free taster session is about
This free taster session gives will-writers and estate planners a practical introduction to cryptocurrency and digital assets in estate planning.
We’ll focus on what to ask, what to record, what to avoid, and why access can become a real problem for families and executors after death.
Plain English Overview
What cryptocurrency and digital assets are, in plain English
How clients hold assets
Look at exchanges, wallets, NFTs and other common digital asset routes.
Ownership, access and authority
See why owning an asset is not the same as being able or allowed to deal with it.
What can go wrong
Understand the impact that insufficient planning can have further on in the process.
What to ask clients
Learn simple fact-find prompts that can uncover digital assets early.
Free checklist included
Receive a practical double-sided Digital Assets Client Checklist to support safer conversations.
We’ll also use a simple case study to look at the sort of vague client comment that can easily be missed, but may point to a much bigger planning issue.
This is a taster session, so it will not cover the full workshop content or all of the practical templates.
It will give you a clear overview of the key risks, the questions to start asking, and where further training or support may be useful.
ABOUT THE PRESENTER OF THIS WEBINAR
Simon Dyer
Simon Dyer is the founder of Plutus Crypto Consulting, helping will-writers, estate planners, probate professionals and solicitors understand cryptocurrency and digital assets in estate planning. With over 25 years’ experience in financial services and professional training, Simon focuses on practical process, not technical jargon.
His work helps professionals ask better client questions, record information safely, understand access risks, and know when specialist support may be needed. Simon regularly trains professional groups and supports real-world crypto estate cases involving lost access, exchanges, wallets, NFTs and DeFi.