Estate Planning Foundation Course

Become an Estate Planning Consultant with our Estate Planning Foundation Course. This course provides an introduction to Will Writing and the use of Will-based Trusts and is aimed at those new to Estate Planning or looking to refresh their skills. On completion, you will be able to provide a bespoke service tailored to your client’s individual needs in association with our strategic partners of Countrywide Tax & Trust Corporation.

Structured into five comprehensive online morning sessions, this course provides the very best training and ongoing support to build or enhance your knowledge, enabling you to grow your business in estate planning. The course will take place between the 6th and 13th of December.

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.

To see the full course information and to register click here.