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:

  • Introduction
  • 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
  • Videos
  • Drag and drop exercises
  • Flipcards
  • Flowcharts
  • Sorting activities
  • Model answers
  • Calculations
  • Scenario-based quizzes
  • End of course quiz
  • Certificate of completion which can be added to a personal development record
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