• March 28, 2024
 The College of Will Writing continues expansion plans

The College of Will Writing continues expansion plans

Introducing a new course for the Autumn.

Those of you that have attended courses given by James Greenwood, will be familiar not only with his style of delivery but also his knowledge.

James has just finished his master’s at Leeds University and will be starting a 3-year PhD course on Human Rights in September.

We are pleased to announce that James is to continue providing courses for the SWW College of Will Writing, at least for the next couple of years, and this is to introduce a new course on the matter of Estate Planning.

The course (as one might expect from James) is entitled:

Psychopomp: Leading the legacy

Perfecting the Estate Plan

The course is based over two days, with both theory but mainly practical work, ensuring a good understanding of Estate Planning at a higher level.

The two-day course will be available only in Lincoln at the College and will be competitively priced at just £350 for the two days.

Dates have yet to be set, as has the final content, although the initial draft has been agreed.

James uniquely approaches the subject, as he does tax and trusts, from a purely practical perspective as a probate practitioner.

Coming soon. Watch this space for dates.

This practical 2-day course takes a hands-on, pragmatic approach to estate planning and getting your client’s affairs in order. Set at an introductory/intermediate level, the course goes step-by-step through the following processes:

  1. Assessing the client’s needs: capacity, liabilities, ambitions
  2. Formulating draft plans: combining lifetime and Will planning
  3. What to include in the Will: beneficiaries, formalities, risks
  4. Will trusts and practical considerations: IHT, control, storage
  5. Lifetime planning and gifts: tax, trusteeship, outcomes
  6. How to set up a trust: processes, partners, appointments
  7. Bringing it together: case studies, role plays and workshops

We will keep everyone posted when the course officially launches.

https://www.collegewillwriting.co.uk/courses/psychopomp-leading-legacy/

This article was submitted to be published by The Society of Will Writers as part of their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.

The Society of Will Writers

https://www.willwriters.com/

The Society of Will Writers (SWW) is a non-profit making self-regulatory organisation that seeks to protect the public and serve the interests of those who are active professionals in the Will Writing and Estate Planning field, as well as the upkeep of advancement, education, and ethical standards within the profession. Founded in 1994, the SWW has grown to a membership of over 1700 estate planning professionals across the UK, Europe and further afield in places such as Asia and Africa, each championing our standards and enabling the public access to high-quality Will Writing and Estate Planning services.

The main goals of the SWW are:

  • To promote to the public at large the real need and sense in having a valid will.
  • To act as a self-regulatory body by vetting practitioners through stringent membership requirements, proficiency standards and ongoing training.
The SWW is proud to be one of the frontrunning organisations where steering the profession is concerned, regularly meeting with other regulators and industry stakeholders to ensure that our members voices are heard, and needs are matched. Being a member of the SWW also grants access to exclusive benefits such as unlimited technical support when you’re in need of help, bespoke PII cover available only to SWW members, a web listing through the Find a Member section on our website, and discounts on both our and selected partner’s products and services. SWW Members also have access to regional groups, ongoing training, and an annual conference, all designed to enhance their knowledge and create excellent networking opportunities.

The designatory letters of the SWW’s membership grades:

  • SWW (Affiliate)
  • MSWW (Full)
  • ASWW (Associate)
  • FSWW (Fellow)
  • SWW (Companion)
  • SWW (Honorary)
Each membership grade denotes its holders experience and is an assurance to the public that the Will Writer or Estate Planner that they are engaging with is trained, insured and SWW code compliant. We always encourage members of the public to ask their Will Writer if they are a Member of the SWW, and any Member would be happy to present their membership ID card as proof. The public can also rely on checking any Member’s credentials by contacting SWW head office.

Meet Sam Smith – Head of Membership

Sam manages the membership team here at the SWW. He is responsible largely for Member recruitment and handling enquiries from Members. As well as liaising with Society partners and third parties, he also looks after our 20 regional chairs. Sam is always on hand at SWW events to meet and greet. In Sam’s downtime, he enjoys going to the gym, restoring his camper van, and playing golf. Sam is the point of contact between the SWW and Todays Wills & Probate. If you have any enquiries, you can contact Sam by emailing him at sam.s@willwriters.com or calling the office on 01522 687 888 and he would be more than happy to assist.