Would your staff who are new to will-drafting benefit from a flexible and easy introduction to the key steps and processes involved?
Would your trainees and junior solicitors, paralegals and legal executives be able to add value to your team by managing their own caseload of straightforward clients requiring ‘basic’ wills?
Would your firm benefit from providing consistent training and support to all your staff at a time and at a pace that fits around current workloads?
Our new interactive e-learning course is designed for those new to the area of will-drafting and provides an introduction to the key principles and processes involved. It walks the learner through the will-drafting process from start to finish, with three unfolding scenarios based on clients with different circumstances to illustrate the varied issues encountered. The course design reinforces learning with practical application such as drafting a will with information from a client questionnaire and calculating inheritance tax liability.
Completing this course will enable you to:
- Manage your own caseload of straightforward clients requiring ‘basic’ wills
- Refer more complex matters to more senior colleagues/seek advice where required
Specifically, you will be able to:
- Run client meetings effectively, know what questions to ask and why, and take clear instructions
- Draft a clearly-structured basic will that reflects the instructions given
- Recognise potential questions of testamentary capacity and undue influence, and apply some practical strategies to navigate these ethical minefields
- Anticipate potential claims that could be made post-death, and advise your clients accordingly to mitigate the chance of a successful claim
- Carry out a simple inheritance tax calculation
- Be aware of and provide basic advice to clients on more complicated areas including tax reliefs, trusts, joint property and foreign assets – and know when to seek advice or do further research
- Ensure that a will is correctly executed, and stay up-to-date with proposed reforms to the law in this area
- Explain how a will can be revoked.
Eight modules. Guide time to complete the course: 4 hours
Module topics include:
- Taking instructions
- Inheritance (Provision for Family and Dependants) Act 1975
- Drafting the will
- Inheritance tax and will-planning points
- Trusts and other tricky issues
- Execution of the will
- Course summary
This course maximises the potential of e-learning with a range of interactive exercises which will engage learners and keep their attention:
- Walkthroughs of key documents
- Drag and drop exercises
- Sorting activities
- Model answers
- Scenario-based quizzes
- End of course quiz
- Certificate of completion which can be added to a personal development record
Single user licence: £200 member/£400 non-member (excluding VAT) Save money! Discounts available for multi-user licences.
To find out more about our new interactive e-learning courses and for a free module trial please contact Wendy Harbottle on 07970 546 524 or email firstname.lastname@example.org.