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Webinar with Simon Dyer – Wednesday 29 April at 10:30am
Webinar
Cryptocurrency and Estate Planning: What Will Writers Need to Know?
Cryptocurrency is no longer a niche topic. More clients now hold digital assets, yet many will writers and estate planning professionals still feel unsure about how to identify them, discuss them properly, and reflect them within the planning process. In this webinar, Simon Dyer will talk through why this area matters, where the common gaps are, and how professionals can build confidence when dealing with clients who hold cryptocurrency and other digital assets. The session will also introduce the training course Simon runs for will writers and estate planners, designed to help them approach this area with more clarity and confidence.

Areas covered will include:
• Why cryptocurrency is becoming more relevant to will writers and estate planners
• The risks of missing crypto and digital assets during the client fact-find
• How planning for crypto differs from planning for traditional assets
• The practical issues around access, records, wallets and private keys
• The types of questions professionals should be asking clients
• How better understanding can lead to stronger client outcomes and wider client opportunities
• An overview of the course and how it supports practitioners in this area
If you’re interested in this webinar

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