Making crypto estate planning practical
Helping estate-planning professionals deal with cryptocurrency and digital assets without expecting them to become crypto experts.
I’m Simon Dyer, Managing Director of Plutus Crypto Consulting.
I work primarily with will-writers, estate planners, probate practitioners and private client professionals who increasingly find cryptocurrency and digital assets appearing in client conversations and estates.
They don’t need to understand every technical detail. They do need to know what matters to their role, what questions to ask, what information to record and where access, authority or poor planning can create a problem.
That’s what I’ve built Plutus around.
The difficult part often isn’t owning crypto. It’s what happens around it.
I started Plutus Crypto Consulting in 2021 with a broader focus on cryptocurrency education.
But the more time I spent working around the subject, the clearer one particular problem became.
A client might understand exactly how their own cryptocurrency is held, but that knowledge often stops with them.
Their partner may not know. Their attorney may not know. Their executor may not know. And the professional advising them may never have needed to ask the question before.
That’s where cryptocurrency stops being purely a technical subject and becomes an estate-planning problem.
Assets can exist without leaving an obvious trail
There may be an exchange account, a software wallet, a hardware device, a recovery process or information held somewhere the family doesn’t know about.
At the same time, simply finding a password or gaining technical access doesn’t automatically give somebody the legal authority to deal with the asset.
Good planning has to consider identification, access, authority and security without accidentally creating another risk in the process.
More than crypto
Before starting Plutus, I spent more than 25 years working in financial services, operational leadership and people development.
I’ve led teams, worked through significant business and regulatory change and spent a large part of my career helping people understand complicated subjects and turn them into something they can actually use.
That experience has probably shaped Plutus just as much as my interest in cryptocurrency itself.
I’m also a qualified executive coach and trainer, so questioning, explaining and helping people build confidence have always been central to the work I do.
I don’t think a complicated subject becomes more useful by making it sound more technical.
The useful outcome is somebody leaving knowing what matters, what they need to do differently and where their professional boundary sits.
Explain it simply. Don’t simplify away what matters.
That principle runs through the training, consultancy and practical support I provide through Plutus.
Start with the professional role
I focus on what somebody actually needs to understand for the work they do, rather than beginning with a technical lecture on blockchain.
Use real situations
Client conversations, fact-finding, file notes, estate planning and probate make the subject far more useful than technology explained in isolation.
Keep the important detail
Security, ownership, access and authority can have serious consequences. I simplify the explanation, not the importance of getting it right.
Simon Dyer speaking at NFT London
Taking the subject into the professional world
I’ve spoken about cryptocurrency and digital assets at industry events and to professional audiences, including NFT London and Unpacked 2023.
Today, the main focus of my speaking and training is the practical effect digital assets have on will-writing, estate planning, probate and private client work.
That can mean a detailed practitioner workshop, a conference session, a shorter awareness presentation or tailored training for a firm, team or professional membership organisation.
- Live practitioner workshops.
- Online and face-to-face training.
- Firm and team sessions.
- Conference and professional-body speaking.
- Practical supporting resources.
Turning the training into something practitioners can keep beside them
I’m also the author of Cryptocurrency & Estate Planning – 2026 Practitioner Edition, written specifically for UK will-writers, estate planners, probate practitioners and private client solicitors.
The book grew from the same principle as the training: professionals don’t need to become cryptocurrency technicians, but they do need a practical reference they can return to when digital assets arise in client work.
It covers identification, ownership, access, authority, wallets, private keys, wills, LPAs, probate, valuation, tax considerations and more complex digital assets, alongside practical checklists, templates and worked examples.
Professionals who know their own job well but don’t want crypto to become a blind spot
Most of my work now involves will-writers, estate planners, probate practitioners, solicitors, private client teams and professional organisations.
That may mean training an individual practitioner, helping a firm think through the way it asks clients about digital assets, supporting a professional dealing with a crypto-related estate, or speaking to a wider membership group that needs a practical introduction to the subject.
Choose the route that matches what you need
You don’t need to work out every detail before taking the next step. Start with the route closest to what you’re looking for.
I’m an individual practitioner
Explore the Foundation and Probate & Practical Administration workshop pathway and see which course is right for you.
Explore live workshops →I need training for a team
See how workshops, full-day sessions and tailored training can be delivered for firms, teams and professional organisations.
Training & Support →I’m dealing with an estate
Find out more about practical support where cryptocurrency or digital assets form part of a live probate or bereavement matter.
Probate support →I want a practical reference
The 2026 Practitioner Edition brings the key estate-planning and probate principles together in one professional guide.
View the book →Crypto doesn’t need to become your specialist subject
But if it appears in a client’s estate, you need enough understanding to recognise the issue, ask the right questions and know what should happen next.
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.