Specialist Paralegal Qualification in Wills, Trusts & Executries
This qualification deals in detail with Scottish Laws of Succession both testate and intestate and will enable you to prepare reasonably complex Wills for clients and also deal with complex intestate Estates including having an Executor Dative appointed by Petition to the Court. You will examine important matters such as legal rights and consider the possible changes to be made to the Scots Laws of Succession currently under consideration by the Scottish Government.
You will learn how to prepare all of the documentation required to obtain Confirmation, in both testate and intestate Estates, guided by detailed notes regarding the very complex documentation required where the Estate has an Inheritance Tax liability. The course deals with preparation of Deeds of Variation under the Inheritance Tax Act 1984. The qualification will assist you develop the knowledge and skills to be able to conduct an Executry from start to finish including preparation of detailed Executry accounts for presentation to residuary beneficiaries.
The course examines in detail the increasingly important Scots Law in relation to adults with incapacity, including preparation of Powers of Attorney, Applications for Appointment of Financial and Welfare Guardians and proper preparation and presentation of the detailed documents required by the Office of the Public Guardian once a Guardian has been appointed. The course also deals with the current Scottish Law of Trusts.
The qualification will provide you with up to date styles of the various different types of documents which may be required in particular circumstances.