Induction Course – Taking Good Instruction 2 day

This course is now in its ninth successful year and each year more and more students are signing up to this course as a ‘fast-trak’ entry into the profession and the Society. Its title really does not do the course or the tutors that give it justice. As we say “Only by taking good clear instructions can you ever hope to produce a clear and unambiguous Will which reflects the clients wishes”.

Today with more complex families, greater wealth and more couples living together but not married the ability to give the correct advice and to draft a Will that reflects the testator’s circumstances is paramount. Simply taking instructions is no longer an option.

Although it is possible to draft a Will using a variety of text books, this method of “cutting and pasting” or simply copying is fraught with danger, and in many cases the finished document can look like a cobbled together list of clause with no interaction or flow or worse a missing word or phrase could alter the entire destination of the estate.

The course covers the Law of Succession, intestacy, how Wills work and how Wills fail – we highlight the traps that one can easily fall into or be drawn into.. We will take you through the maze of understanding capacity, the Mental Capacity Act 2005, the Children’s Act, how, why and who to appoint as executors and trustees – professional –v- laypersons, how gifts are made and why they fail and much, much more.

That was just the first morning; the afternoon starts by introducing you to Trusts, discretionary, pecuniary, protective, disabled persons as well as property trusts and life tenants. How we can use effectively the family home to protect against long term care fees or against the surviving spouse or partner remarrying and protecting your children’s entitlement. We will look trusts especially for children and also business trusts and business reliefs as well as inheritance tax planning.

The fee for the course covers the two days, all refreshments and lunches, notes and the exam.

This course is a quick and easy way; although intensive, into the profession and many students go on to take the Certificate Course Part One to develop their knowledge further.

An examination follows the course in the form of an open book exam and can be taken at a time and place of your choosing but that date must be advised to the College prior to the chosen date in order the exam papers can be sent to you in good time.

For more information and availability of courses and venues contact Natalie at the College of Will writing on 01522 687888 or natalie@willwriters.com

This course is usually held at Lincoln (SWW Head Office). For suitable numbers the College will be pleased to quote you for the course being held at your location.