DISTANCE LEARNING COURSEIntroduction to Wills & Instruction Taking

Introduction to Wills & Instruction Taking

Our distance learning courses are an ideal starter point for those coming into the profession or alternatively for those who wish for a refresher.

If you would like any further information on the course or would like to express an interest, please email: [email protected].

Cost

The fees for this course are:

WillPack Partners – £100 +VAT
Non-Partners – £150 +VAT

This will entitle you to:

Access to the Introduction to Will Writing module for 1 year.
10 hours of structured CPD which can be used towards your annual requirement with the Society of Will Writers.

How the Course Works

This course is designed as a self-directed learning programme, allowing you to work through the material at your own pace and in your own time.

Rather than being delivered in person or via live video sessions, the course is structured around written guidance and practical explanations.

Each module is presented in a clear, structured format, covering key principles and practical considerations. You will be guided through the material step by step. To support your learning, knowledge checks are included throughout the course

There is no requirement to complete the course in a single sitting. You can return to modules as needed, revisit sections, and progress at a pace that suits you.

Content

The content for this course includes:

Reasons to make a Will and how these can encourage clients to make Wills;
Taking Instructions for a Will;
Family Provision;
Mental Capacity;
Executors and trustees;
Children and guardians;
Using Trusts and the different types;
Making gifts; and
A General Overview of Tax.