Visit 12PGM™ now!Will Writing
A Will writing course that will 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.
You can either be a registered individual of New leaf or an appointed representative with your own trading style.
Requirements: You will need a lap top computer in order to work in this arena (minimum specification available on request).