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.
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