Events Diary

The Institute and its training partners provide a wide range of training to enable Willwriters to expand their knowledge and meet their membership requirements to complete Continued Professional Development. For details of forthcoming events, see below:

March events
Mar 28
Course Description:

This course is designed for those more experienced practitioners with at least 2 years experience in drafting Wills and will assist in the drafting of more complex Wills and advising clients with more complex estates. 

Lloyds Bank Manufacturing Technology Centre (AMTC), Ansty Park, Coventry, Warwickshire CV7 9JU
Full Course Details:

Learn the tips and tricks of advanced Will drafting.  Will drafting is a very different skill set to instruction taking. Although taking instructions and applying technical knowledge are skills in their own right, both can be easily undone by a failure to then translate those instructions into a valid, elegant and, of course executed, Will.

On this course you will learn some of the pitfalls, tricks and traps of will drafting, including common clerical errors which affect the ability to efficiently obtain the Grant of Representation as well as effective clause selection to enable the smooth administration of the estate.

- Aims of the Will and the Draftsman

-  Considerations when eliciting information and transposing the instructions

- Getting the Will through Probate –what does the Probate Registry look for?

- Effective clause selection- use of precedents

- Special Considerations:

-     Asset protection

-     Family/beneficiary protection

-     Foreign property

-     Business Assets

-     IPFD Act

-     Vulnerable Beneficiaries

-     Case Studies

Booking Arrangements:

Please call the office on 08456 444261 to pay with a credit/debit card or pay by bank transfer to Sort code: 40 23 03 Account No: 92117029