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This is a one day experience which can be used as either continuous development in your training or as a refresher day. The course gives personal experience to those who wish to increase their knowledge which, in turn, will help you perform well in the Will Writing profession.
This course is aimed at small groups (from 2-
your learning to the next level. The course is of a flexible nature, which will allow members to have time to be able to bring real life scenarios into a workshop and be coached and advised on the way of examining each case and see how a Society of Will Writers’ team member would view each case.
This could involve ensuring your Will Trust knowledge is up to date and we will make you confident in dealing with any Estate Planning issues. This course allows a large amount of flexibility in that we can talk about the subjects listed below, however, the session will be structured to the needs of the people attending the one day course.
1. Interviewing skills
2. Importance of good instructions
3. Duty of care issues
4. Drafting related skills
5. Will based trusts
6. Lifetime trusts
7. LPA’s/EPA’s
Dates:
10th January 2013 -
14th March 2013 -
11th April 2013 -
16th May 2013 -
13th June 2013 -
11th July 2013 -
12th September 2013 -
10th October 2013 -
14th November 2013 -
Cost:
SWW Members -
Non-
5 CPD Hours
| Introduction To Will Writing |
| Lasting Power of Attorney |
| Business Asset Course |
| Refresher Course |
| Community Care Legislation |
| Negligent Will Drafting |
| Drafting For Success - Sure Will Writer |
| Tax & Trusts |