PROFESSIONAL TRAINING FOR PRACTICE TEAMS
Crypto Estate Planning Training for Firms, Teams and Professional Bodies
Give your people the confidence to recognise when cryptocurrency and digital assets matter, ask better questions and handle the subject safely within their professional role.
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Plutus provides training, education and practical consultancy. We do not provide investment, trading, legal or tax advice; take custody of assets; or ask for private keys, seed phrases, passwords or recovery information.
THE PRACTICAL ISSUE
Your clients may already hold digital assets. Is your team ready to identify the issue?
A client may hold assets through an exchange, a mobile wallet, a hardware wallet or a device that no one else understands. Your team does not need to solve every technical question on the spot. It does need to know what to notice, what to record and when to pause.
Spotting the issue
Recognise when a client’s wording, records, devices or online activity may indicate digital assets.
Asking safer questions
Use practical fact-finding questions without requesting credentials or creating a new security risk.
Knowing the boundary
Separate technical access, legal authority and professional responsibility, then know when further support is needed.
HOW IT WORKS
Training that fits the way your people already work
Start with your audience
We tailor the depth, examples and language to your team, whether you are will-writers, a probate team, private-client professionals or a membership group.
Make the topic practical
Sessions use plain English, realistic professional scenarios and a structured approach to wallets, exchanges, access, authority and security.
Give people something to use
Where appropriate, sessions can be supported by checklists, practical prompts and follow-up resources for day-to-day client work.
WHAT TRAINING CAN COVER
Practical areas your team can cover with more confidence
- Digital assets, wallets and exchanges.
- Client fact-finding and safer questions.
- Access and authority.
- Security and professional records.
- Wills, LPAs and incapacity.
- Probate and bereavement considerations.
Training is practical education, not regulated advice.
Plutus does not recommend investments, coins or tokens; provide legal or tax advice; take custody of client assets; or ask for private keys, seed phrases, passwords or recovery information. Training helps professionals understand the subject and work more safely within their own role.
NEXT STEP
Tell us a little about your team
Whether you are looking for a one-off awareness session, a firm-wide workshop or a tailored programme for a membership group, a brief outline is enough to start the conversation. Please do not include client credentials, private keys, seed phrases, passwords or recovery information.
COMMON QUESTIONS
Training questions
Do attendees need previous crypto knowledge?
No. Sessions are designed for professionals who may have little or no technical background. The aim is to make the important issues understandable and relevant to the work they already do.
Can you train a whole firm or membership group?
Yes. Training can be discussed for firms, teams, professional bodies and other relevant groups. The format and depth can be matched to the audience.
Is the training only for will-writers?
No. Will-writers are a core audience, but the content is also relevant to estate planners, probate professionals, solicitors, private-client teams and other professionals who encounter digital assets in client work.
Do you give legal, tax or investment advice in the session?
No. Plutus provides practical education and training. The session explains the relevant issues and professional boundaries, but does not provide regulated investment, legal or tax advice.
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