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Beginners Associates Course - September 2021

Date: Monday, 20 September 2021 to Tuesday, 21 September 2021
Location: Online Webinar

The two days will consist of their full training, including Will Trusts and role play practice. We will then arrange a third date, which will be within a month of the training, for the delegate to sit their written exam paper and role play exam. These will both be done online and at no extra cost.

The full list of topics covered are

• About the Willwriting sector.

• Intestacy provisions.

• Executors and trustees: their roles.

• Guardians and parental responsibility.

• Gifts & legacies.

• What is the residue?

• Funeral wishes.

• Will Trusts.

• Disinheritance.

• Trustee powers.

• How to take instructions from clients.

• How to interpret a Will.

• IPW compliance.

The fee for this course is £399 (this includes the exam and the PDF course manual)plus their Student Associate Membership subscription. Please contact the office on 0345 257 2570 to book a place on this training.