Estate Planning Foundation Course

11jun(jun 11)9:30 am18(jun 18)1:00 pmEstate Planning Foundation Course

Event Details

Date/Time: 11th, 12th, 13th, 14th, and 18th of June, 9:30am – 1:00pm

Overview of course:

This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts, and Asset Protection Trusts. On completion of this course, you can confidently advise, explain, and utilise Trusts, enabling you to provide a bespoke Estate Planning service to suit your client’s individual needs.

The course provides a practical introduction to making Lasting Powers of Attorney, identifying the parties involved. Registering Lasting Powers of Attorneys, drafting restrictions and conditions, together with avoiding errors and negligence.

As part of the Training program, you will be required to complete practical assignments using a Training version of the Countrywide Legacy Software. Access to this software will be provided to you before the end of Session 1.


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June 11, 2024 9:30 am - June 18, 2024 1:00 pm(GMT+00:00)

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