Crypto Estate Planning Training for UK Professionals
Plutus provides practical crypto estate planning training and support for will-writers, estate planners, probate professionals and private client teams who need to deal with cryptocurrency and digital assets properly.
Training, education and practical consultancy only. No investment, trading, legal or tax advice.
Helping you deal with digital assets without turning you into a crypto expert
Plutus Crypto Consulting helps estate planning professionals understand the practical issues around cryptocurrency, ask better client questions and build safer processes.
- Recognise when cryptocurrency and digital assets may be relevant.
- Ask useful fact-finding questions without collecting information you shouldn’t hold.
- Understand wallets, exchanges, private keys and seed phrases at the level your role requires.
- Separate technical access from legal authority.
- Know when a client or estate needs further support.
Built around the work you already do
Training and support is designed primarily for will-writers, estate planners, probate practitioners, solicitors, private client teams and professional membership organisations.
You don’t need a technical background. The focus is on making the subject understandable, practical and relevant to client conversations.
Crypto isn’t simply another line on the asset schedule
With traditional assets there is usually a recognisable institution, process or professional record to follow. Cryptocurrency can work very differently.
No central organisation to call
There may be no branch manager, land registry or central provider capable of restoring access or confirming ownership.
Access isn’t authority
Being technically able to open a device, account or wallet is not the same as being legally entitled to deal with the assets.
Security matters
Seed phrases, private keys and recovery information need careful handling. Recording them in the wrong place may expose the assets.
Training, consultancy and practical support
Live training for professionals
Practical online and face-to-face training for will-writers, estate planners, probate teams, firms and professional membership organisations.
View available training →Crypto estate planning consultancy
Support reviewing fact-finding, client conversations, file notes, digital asset inventories and the wider process you use with clients.
Discuss consultancy support →Probate & bereavement support
Practical help understanding what may be held, where to look, what information may be required and which risks to avoid when digital assets form part of an estate.
Ask about a probate case →Cryptocurrency & Digital Assets Estate Planning workshops
The training is designed for professionals who want practical guidance rather than a technical crypto lecture.
- Beginner-friendly and jargon-free.
- Focused on real client conversations and estate planning risks.
- Live Zoom and face-to-face options.
- Suitable for individuals, firms, teams and membership bodies.
- Practical checklists, guidance and supporting tools.
- Topics include fact-finding, access, authority, wallets, exchanges, security and probate.
Simon Dyer presenting a cryptocurrency estate planning session at Unpacked 2023
What you’ll be able to do with more confidence
What Plutus doesn’t do
Plutus is a training and consultancy business. The purpose is to help professionals understand the risks and support clients safely.
Making a complex subject practical
I’m Simon Dyer, founder of Plutus Crypto Consulting Ltd.
I’ve spent more than 25 years working in financial services, operational leadership and training. I’m also a qualified executive coach and trainer.
My role is to make complex digital asset topics easier to understand without pretending the important detail doesn’t matter.
Through Plutus, I train and support will-writers, estate planners, probate professionals and private client teams who need to deal with cryptocurrency and digital assets as part of their work.
More about Simon and Plutus →Practical support when it matters
The service provided ensured our clients were able to obtain the inheritance they were entitled to.
Westons Wills & Probate
An absolute life-saver.
Karen W.
Friendly and knowledgeable.
Charlotte C.
Common questions about Plutus and crypto estate planning
Do you provide financial advice?
Do you help clients buy or sell cryptocurrency?
Do I need to understand cryptocurrency before attending a workshop?
Who is the training for?
Can you help with probate or bereavement cases involving crypto?
Should private keys or seed phrases be written into a will?
What is the difference between access and authority?
Can you train a whole firm or professional membership group?
Do you work with solicitors as well as will-writers?
How do I book a workshop?
You don’t need to become a crypto expert
You need to know what to ask, what to record, what the risks are and when to get support. Whether you’re arranging training, reviewing your client process or dealing with a live estate matter, get in touch and tell me what you need help with.
Plutus Crypto Consulting Ltd provides training, education and practical consultancy relating to cryptocurrency and digital assets. We do not provide investment, trading, legal or tax advice, and we do not take custody or control of client assets.