Crypto & Digital Assets in Estate Planning: Half day Workshop - 20th October

This live half-day workshop focuses on the practical estate planning risks created by cryptocurrency and digital assets. 

This Webinar will start at 9:30am and finish at around 1pm.

It is designed for will-writers, estate planners and private client professionals who need to know what to ask, what to record, what to avoid, and when specialist support may be needed.  

Within the workshop, we’ll cover:

• What cryptocurrency and digital assets actually are, in plain English
• How and where clients typically hold these assets
• Why exchanges, wallets, private keys and seed phrases create unique estate planning risks
• Why “digital assets” can be too vague as a fact-find question
• The difference between ownership, access and authority
• What legal recognition of digital assets means in practice, and what it does not solve
• Why lost access, missing records and unclear instructions can create problems for executors and families
• What should be documented, and what should never be written into a will or client file
• How to raise digital assets confidently during fact-finding and review meetings
• When to slow down, signpost or bring in specialist support  

To find out more or to book your place, please click here.