Stepping Stones to Will Writing™
Our Will Writing coursewill take you from no experience or knowledge through to competent Will Writer status (CWR) with continuing supervision and monitoring.
The course will be a 6 day course.
5 days back to back Monday through to Friday.
The first 3 days will be purely academic and cover all of the theory involved in the will writing arena. These 3 days will cover the subject areas below and any other areas relevant to the open book test.
- Who can make a will?
- The will and its requisites
- Execution of wills
- Alteration of wills
- Revocation of wills
- Renewal and re-publication of wills
- Executors
- Devises and legacies
- Major selling points
- The will itself and its construction
- Caveats and citations
- Necessity for Grant of Probate
- Powers of personal representatives
- Grants of probate and administration
- Construction of wills
- Laws of intestacy
- Administration of estates
- IHT planning
- Financial advise around whole of life policies
- Writing basic life protection in trust
- The will instruction and the questionnaire
- Marketing tools for you to use to build your business and lead generation techniques
This will culminate with an Open Book test. We do not want to put anyone in an examination setting but we do need to assess whether the individual has the ability to source the relevant information from the text provided on the course.
The last 2 days will be practical application of knowledge.
Two highly qualified trainers with many years experience are involved in the project.
The system that you will be utilising for the will instruction and will writing process will be taught on the last two days.
There will be plenty of time for role play.
The 6th day will be spent in a PCA (professional competency assessment). Once this is passed successfully you will be able to commence trading live. We will then endeavour to accompany you on your first live visit and carry on supervising and monitoring your performance on an on-going basis.
There will be a training ½ day event every other month at our head office in order to keep CPD up to date.
Costs
Please contact us for the course cost details.
The monthly costs will be £100 +VAT which will include your software licence and your PII and the supervision from New Leaf staff. (This will be based upon a 12 month contract).
You can either be a registered individual of New Leaf or an appointed representative with your own trading style.
Date for the next courses
- 20th - 24th of October
- 24th - 28th of November
- No dates as yet for December
Other Information
We only accept 10 on a course on a 1st come 1st served basis.
£100 non refundable deposit will secure your place on this course.
You will need a laptop computer in order to work in this arena (minimum spec on request).
If you have any further questions please do not hesitate to contact us.
