Cryptocurrency & Digital Assets — Estate Planning Foundations

Practical Digital Asset Planning for Will-Writers

More clients now hold cryptocurrency and digital assets, but simply asking “do you own crypto?” rarely gets you the facts you need.

This live half-day workshop gives will-writers and estate planners a straightforward, jargon-free process to handle digital assets safely within their existing fact-finding routine. Rather than focusing on blockchain technology or investment theory, the session deals with the real-world estate planning risks practitioners face daily: uncovering hidden holdings, understanding the difference between legal authority and practical access, and avoiding catastrophic security mistakes in the client file.

What the Session Covers

• Asking targeted fact-find questions that reveal digital assets without confusing clients.
• Understanding the practical differences between exchange accounts, self-custody wallets, and private keys.
• Distinguishing ownership from legal authority, access, and control.
• Knowing what details personal representatives need—and what sensitive data must never go into a will or client file.
• Coordinating the Will, Letters of Wishes, and secure locator records. 

Key Workshop Details

Format: 3.5 hours live online training (qualifies for CPD).

Who It Is For: Will-writers, estate planners, and private client practitioners looking for immediate, day-one client guidance. Resources Included: Practical practitioner toolkit containing fact-finding prompts, the ACE framework, client inventory templates, and a “What to Do Monday Morning” checklist.

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