Our remote Estate Planning Foundation Course: Part 1

Our remote Estate Planning Foundation Course: Part 1

The essential guide to Will Writing, Estate Planning and LPA Drafting

Has your business been affected by the current climate? Is your inbox empty and have your phones stopped ringing? Why not try something new for 2021 and give your business a boost?

Estate Planning has thrived throughout the last year, with some firms reporting a four-fold increase in enquiries and instructions, especially around Wills, Powers of Attorney, Trusts and tax planning. Estate Planning is a recession proof industry and people will always need professional help to put their affairs in order, now more than ever.

We haven’t slowed down!

Did you know that we have trained over 200 new advisers on our Estate Planning Foundation Course over the last few months? These unfortunate circumstances have not stopped our efforts to provide high-quality training and advice to our partners. We have seamlessly adapted to providing our training courses remotely.

Train with us and become a Countrywide member!

As a Countrywide member, you will have access to:

  • Our team of estate planning experts
  • Intelligent legal document drafting software allowing you to take instructions remotely and safely
  • Online case management system
  • CPD accredited training courses
  • Marketing branding and design services

Whether you are a sole trader, small firm, part of a larger network new to the business or an experienced Will writer, we have tailor made partnerships to suit everyone.

Becoming an Estate Planning Consultant is easy thanks to our Estate Planning Foundation Course!

The course introduces Will Writing and the use of Will-based Trusts. On completion of this course you will be able to provide a bespoke Estate Planning service to suit your client’s individual needs.

The course is structured into 5 comprehensive online morning sessions. We provide the very best training and ongoing support to build or enhance your knowledge, enabling you to grow your business in estate planning.

Our next 5 part course is held remotely at 9:30 – 1pm via Zoom on: 2nd-5th February and 9th February

Book your place today and get those phones ringing again!

The cost of the 5 session course is £295+VAT for non-members and £221+VAT for Countrywide Members.

Contact 01926 514 390 Ext 9170 or [email protected] today to book your place!

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

Charlotte Ponder LL.B (Hons) TEP

Charlotte Ponder LL.B (Hons) TEP is the Legal Director of Countrywide Tax & Trust Corporation Ltd and Countrywide Legacy, Charlotte holds a key responsibility in overseeing the running of the company as well as ensuring that the day-to-day operations run smoothly.

With a strong legal background, Charlotte is well placed to take on this demanding position, having worked in multiple areas of law before progressing to Countrywide and interacted directly with clients to explain complex concepts in a simple manner.

Following her studies and being called to the Bar, Charlotte’s legal career began in family law. As well as providing a strong foundation for her legal experience to build upon, here she also witnessed many divorce cases involving high asset losses, sparking her interest in how such consequences could be prevented.

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