A Practical Guide to Will Trusts (Oct-Dec 2026)

25 September 2026by Chris Rattigan-Smith

This course provides a structured and practical introduction to will trusts for will writers and estate planners. It begins with the fundamental principles of trust law, before exploring the full range of trusts that can be created by will along with their uses, tax implications and practical issues that arise.

The course focuses on theory and on real‑world application. It will cover common scenarios, planning opportunities, and potential risk areas when advising clients.

The training will be delivered live over Microsoft Teams in hour‑long sessions spread over several months. If you are unable to attend a live session, a recording will be made available via the WillPack website, allowing you to catch up before the next session.

Module 1: 20 October Module 2: 22 October Module 3: 3 November Module 4: 5 November Module 5: 17 November Module 6: 19 November Module 7: 24 November Module 8: 26 November Module 9: 1 December Module 10: 3 December Module 11: 8 December Module 12: 10 December

Chris Rattigan-Smith

Chris is Director of WillPack, where he is responsible for overseeing drafting services, technical support, and professional training. Since joining the business in 2015, he has worked extensively in wills, trusts, and estate planning, supporting will writers, estate planners, and advisers across the UK. Chris holds a Law degree from the University of Lincoln and is an Associate Member of both the Society of Will Writers and STEP.