Master the skills necessary to properly draft a well-constructed will on behalf of your clients.
This course is beneficial if you wish to improve your drafting skills and/or develop confidence in offering drafting and probate advice to your clients. The training provides you with a comprehensive introduction to will drafting that is primarily aimed at junior lawyers, but also ensures valuable insights if you are either returning to the profession or transferring your skillset into this area of law.
Designed to look at good practice and procedure, as well as incorporating the issue of law, this course is highly interactive and offers plenty of opportunity to practice your drafting skills and approach.
Audience
This course is popular with both trainee solicitors, looking to develop new skills, and with newly qualified and qualified solicitors, who either want to brush-up on their skills, or are moving into new areas of practice.
Key Benefits
- Be provided with the tools that solicitors need to develop their drafting skills, in order to provide an effective will writing service to their clients
- Develop the know-how to successfully complete and properly draft a legal binding will
- Receive practical advice on how to apply skills learnt during training from experienced trainers, who are all former or current practitioners
- Benefit from training, which is an interactive blend of trainer-led presentation and practical exercises, designed to embed learning and offer the opportunity to practice the skills learned
- Gain personalised feedback on your performance.
Live Online – 27 November 2024
- Drafting
Taught by an experienced practitioner, this course comprises elements of trainer-led learning, practical exercises and group work. It will highlight examples of good and bad practice, examine how to draft clear and effective documents and give you the chance to try out what you have learned and to receive constructive feedback. This is a practical one-day course for litigation lawyers interested in drafting their own court documents.
- Drafting Wills, Letters of Wishes and Oaths
- Completing Relevant HM Revenue and Customs Forms
- Relevant Legal Issues
- Tax Considerations
- Practical Hints and Tips
Whilst there are no formal knowledge or practice pre-requisites, delegates with at least some previous will drafting experience and some familiarity with the main elements of probate law and practice will derive the most benefit from the session.
Preparation
You will be required to complete (and, if necessary, submit) a series of preparatory exercises, in accordance with the Solicitors’ Regulation Authority (SRA)’s requirements.
The completion of this work will allow the training day to focus on skills-development.
Post-Coursework
The post-coursework for this course is completion of a Personal Development Plan.
By completing this exercise, you will reflect on the knowledge acquired from attending this course, and plan and record ongoing learning and development needs; as required by the SRA continuing competence regime.
B4 Draft documents which are legally effective and accurately reflect the client’s instructions.