PROFESSIONAL TRAINING & SUPPORT
Crypto Estate Planning Training for Firms, Teams & Professional Bodies
Practical cryptocurrency and digital asset training built around the work your people actually do — whether that’s will-writing, estate planning, probate, private client work or professional member development.
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.
WHO THIS IS FOR
Training built around your organisation, not a generic crypto presentation
The same subject can look very different depending on whether the audience writes wills, administers estates, manages a private-client team or supports members across a professional body.
Firms & private client teams
Give colleagues a consistent practical understanding of cryptocurrency and digital assets, with the emphasis placed on the situations they are most likely to face in client work.
Probate & estate administration teams
Focus more deeply on locating holdings, evidence, access, authority, exchange and wallet processes, valuation issues and the practical risks that arise after death.
Professional & membership organisations
Provide relevant CPD-style learning for members through online workshops, face-to-face sessions, conferences, regional meetings or a structured training programme.
DELIVERY OPTIONS
The format can fit the audience, rather than the other way round
Plutus can work from an established workshop structure or adapt the emphasis, examples and delivery format around the needs of your organisation.
Half-day online
Focused live training for teams that need practical learning without taking a full day away from client work.
Full-day or combined
A broader session where the audience needs more time for application, probate, scenarios and practical discussion.
Face-to-face
Suitable for in-house training, professional-body events, training centres and groups where discussion and practical exercises benefit from the room.
Conference & CPD sessions
Shorter focused sessions can be developed for conferences, member events, regional meetings and professional development programmes.
STANDARD TRAINING BUILDING BLOCKS
A proven pathway that can be adapted to your audience
The standard Plutus practitioner pathway is built around two distinct half-day workshops. For organisations, they can be delivered separately, combined or adapted depending on the outcomes required.
Client conversations & estate planning
For people who need the practical foundations: how digital assets may be held, what to ask, what to record, what not to collect and how access differs from legal authority.
- Crypto and digital asset fundamentals.
- Exchanges, wallets and self-custody.
- ACE — Audit, Cover, Extend.
- Safer fact-finding and file records.
- Access, authority and estate-planning implications.
What happens after death
For teams that deal with estates or need a deeper practical understanding of what happens when cryptocurrency has to be located, understood and administered.
- Locating and investigating holdings.
- Exchanges, wallets, devices and 2FA.
- Evidence, access and legal authority.
- Valuation and administration issues.
- Inaccessible and more complex digital assets.
HOW IT WORKS
Start with the outcome, then build the session around it
You don’t need to arrive with a detailed course specification. A short conversation is usually enough to establish what the audience needs and which format makes sense.
Understand the audience
Who is attending, what roles do they perform and how much existing crypto knowledge do they have?
Agree the outcomes
Identify what you want people to understand, recognise or do more confidently after the session.
Shape the delivery
Agree the length, online or face-to-face format, areas of emphasis and the practical examples most relevant to the group.
Deliver & support
Run the session with relevant supporting resources and a clear route for appropriate follow-up afterwards.
WHAT GOOD TRAINING SHOULD CHANGE
More consistency, better questions and safer processes
The aim is not simply to give people more information about crypto. It is to help them deal with digital assets more confidently within their existing professional role.
Clear professional boundaries remain part of every session
Plutus provides education, training and practical process support. The training does not recommend investments, provide client-specific legal or tax advice, take custody of assets or encourage professionals to hold client private keys, seed phrases, passwords or recovery information.
PLANNING TRAINING FOR YOUR ORGANISATION?
Tell me what you’re trying to achieve
You don’t need to choose an exact course before getting in touch. Tell me who the audience is, roughly how many people you’re training and what you want them to get from the session.
From there, I can suggest the most appropriate structure and delivery format.
- Online or face-to-face.
- Half-day, full-day or shorter focused sessions.
- Existing pathway or tailored emphasis.
- Firm, team or membership-body delivery.
- Practical supporting resources where appropriate.
LOOKING FOR TRAINING FOR YOURSELF?
Individual practitioner workshops have their own booking route
If you’re looking to attend as an individual rather than arrange training for a firm or organisation, the Workshops page explains the Foundation and Probate & Practical Administration pathway and links through to the current IPW, SWW and other booking routes.
COMMON QUESTIONS
Training for firms and organisations
Do you only work with will-writing firms?
No. Will-writers and estate planners are a core audience, but Plutus also works with probate practitioners, solicitors, private-client teams, professional membership organisations and other professionals who may encounter cryptocurrency or digital assets in their work.
Can you adapt the existing workshops for our team?
Yes. Foundation and Probate & Practical Administration provide a useful starting structure, but the balance can be adjusted around your audience, existing knowledge and the situations they are most likely to encounter.
Can you combine the two half-day workshops into a full day?
Potentially, yes. A full-day format can work well for an organisation that wants a broader session in one day, particularly where there is time for practical scenarios, discussion and deeper application. The final structure would be agreed around the audience and required outcomes.
Can the training be delivered face-to-face?
Yes. Training can be delivered online or face-to-face, including in-house sessions, professional-body training centres, conferences and member events.
Does everyone need previous cryptocurrency knowledge?
No. Foundation is designed so that attendees can start without previous crypto knowledge. Where a session focuses heavily on probate or practical administration, it helps if attendees already understand the basic concepts or the session includes sufficient foundation content first.
Can you provide a short conference or awareness session?
Yes. Shorter sessions can be developed around a specific topic or practical problem where a full workshop is not appropriate.
Do you provide legal, tax or investment advice as part of the training?
No. Plutus provides training, education and practical consultancy. The training explains relevant issues, risks and professional boundaries, but does not provide client-specific legal, tax or regulated investment advice.
Do you have a practitioner guide that can support the training?
Yes. Cryptocurrency & Estate Planning – 2026 Practitioner Edition is available separately as a practical reference for UK will-writers, estate planners, probate practitioners and private client solicitors. View the practitioner guide →
READY TO TALK?
Let’s work out what your people actually need
Whether you’re planning a half-day team workshop, a full day, a professional-body programme or a shorter event session, the starting point is a conversation about the audience and the outcome.