EVENTS

Decided that Willwriting is for you?
 
Learn how to take instructions and interview clients and draft basic Wills on this 3 day course.

Full Course Details

Led by Paul Tansley, this 3 day course is intended to expand on the theory covered by the course books and introductory course by developing practical skills, so that students will be able to successfully implement their technical theoretical skills into real life situations.

1) Financial considerations when choosing a Guardian
2) Funeral Wishes
3) Specific Gifts and Legacies
4) An Introduction to Will Trusts
5) Trustee Powers
6) Attestation Procedures
7) Preparing for an Appointment
8) Demonstration Role Play – Taking Instructions from a Client
9) Practical Role Plays – Taking Instructions from Clients
10) Demonstration Will Drafting
11) Practical Will Drafting – Drafting Wills from Instructions taken from Clients

Cost of the course is £798 (no VAT) including course books, lunch and refreshments but excluding overnight accommodation.  However, if you have completed the one day Introduction to Willwriting course @ £138.00, this amount will be deducted (ie £660)


Booking Arrangements

Please call the Willwriting Academy Ltd on 08456 444261 to pay with a debit/credit card or pay by BACS:  Account no; 92117029, Sort Code: 40 23 03

Course fee for non-members - £950 (or £812 if the Introduction to Willwriting course has been attended).

Willwriting Academy Ltd Cancellation Policy: For bookings cancelled more than 14 days before the event, a full refund less £25.00 administration fee will be given.  No refunds will otherwise be made.

 

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