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. These are available exclusively to WillPack Partners.

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

The fee for this course is £100 plus VAT and this will entitle you to:

  • Access to the Introduction to Will Writing module for 4 weeks (although this may be extended at our discretion should you require a small amount of extra time to finish the course).
  • 10 hours of structured CPD which can be used towards your annual requirement with the Society of Will Writers.

The content for this module includes some of the following:

  • 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.