LIVE, PRACTICAL PROFESSIONAL LEARNING
Live Crypto Estate Planning Workshops for UK Professionals
Practical live sessions for will-writers, estate planners, probate professionals, solicitors and private-client teams who need to understand how cryptocurrency and digital assets can affect the work they already do.
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You do not need a technical background. Sessions are designed to make the key issues clearer, more relevant and easier to discuss with clients, families and colleagues.
THE WORKSHOP
A session that connects crypto to real professional questions
The workshop calendar provides the current booking route for Plutus sessions. This page explains what the session covers, who it is for and what attendees will be able to do differently afterwards.
Clear, jargon-free explanations
Learn the terms and practical distinctions without a trading-focused technical lecture.
Professional scenarios
Explore how digital assets can arise in client conversations, estates, incapacity and record keeping.
Useful next steps
Leave with clearer questions, a more confident framework and practical resources where available.
SESSION STRUCTURE
What you can expect from a live session
Understand the practical landscape
Explore the types of digital asset, wallet and exchange arrangement professionals may encounter, focusing on what is useful to recognise.
Work through the questions that matter
Focus on client fact-finding, safe record keeping, access and authority, security risks and estate administration.
Leave with a more confident framework
The goal is not technical mastery. It is a proportionate approach to identifying the issue and knowing the next professional step.
LEARNING OUTCOMES
After the workshop, attendees should be better able to
- Recognise when crypto may be relevant.
- Ask more useful questions without seeking credentials.
- Understand access, authority, ownership and recoverability.
- Reduce avoidable security risk.
- Identify when further professional input is needed.
- Explain the issue more clearly to clients and colleagues.
Professional learning, not investment or legal advice.
The workshops provide training, education and practical discussion. They do not recommend investments, coins or tokens, provide legal or tax advice, take custody of assets or ask attendees to share private keys, seed phrases, passwords or recovery information.
UPCOMING SESSIONS
Choose a live session that suits your diary
You will be taken to the Plutus workshop calendar to see the currently available live sessions, review the outline and reserve your place. The calendar is kept separately so dates stay accurate.
COMMON QUESTIONS
Workshop questions
Do I need previous crypto knowledge?
No. The workshop is designed to be accessible to professionals with little or no technical background.
Is the session about buying or trading cryptocurrency?
No. The focus is on how cryptocurrency and digital assets can affect wills, estate planning, probate, client conversations and professional processes.
Can my whole team attend?
Yes. For team or membership-group training, use the team-training route so Plutus can discuss the most suitable format.
Will I receive resources after the session?
Where resources are included for a particular session, this will be made clear in the relevant workshop information.
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