Description
Empower yourself with the specialised knowledge and skills needed to effectively prepare wills within the legal frameworks of England and Wales.
This course provides practitioners with the technical knowledge and practical skills required to prepare technical, high-quality wills and provide clients with a holistic, comprehensive service that meets the highest levels of competence and professional standards.
- Gain in-depth expertise: Improve your technical knowledge of the issues arising in relation preparing wills and the laws and procedures involved.
- Practical focus: Practical advice and guidance written by practitioners, for practitioners on taking instructions and managing client interviews.
- Build valuable connections: Network with like-minded professionals in varied roles and firms.
- Industry recognition: A recognised ‘gold-standard’ professional qualification for those working in the industry, . Successful completion provides eligibility to use the STEP Will Writing Code Logo, enhancing your professional standing. This course is also awarded in association with Alliance Manchester Business School, a School of the University of Manchester.
What you will learn
- An introduction to will writing and managing the process of will preparation
- The key stages in the will preparation process
- How to manage client interviews
- How to apply the concepts of testamentary capacity, undue influence and knowledge and approval
- How to deal with a will involving a foreign element
- How to advise on joint property
- The potential litigation risks and claims associated with the Inheritance (Provision for Family and Dependants) Act 1975
- Inheritance tax issues, exemptions, reliefs and digital assets
- Practical guidance on drafting and checking wills
- The execution and revocation of a will
- Principles of trust and estate taxation
- Traps in will writing
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