Designed to provide practical solutions to Wills, Probate & Administration by providing algorithmic guidance on all areas of private client work, from planning and drafting a will, through administration of the estate and taxation, to after-death variations, family provision and litigation.
The programmes are designed to combine precedent, source materials, legal narratives and styles to create reference manuals for everyday use, whilst providing practical knowledge to provide detailed coverage in best practice and procedure.
Programmes are popular with private practice teams and will-writers looking to enhance their credentials.
- Professional Conduct and FSMA Issues
- Tax Background Issues
- Tax and Estate Planning
- Constructing a Valid Will - The Law
- Drafting a Valid Will
- Entitlement to a Persons Estate: Intestacy
- Probate Practice and Procedure: Obtaining the Grant of Representation
- Probate Practice and Procedure: The Administration of an Estate
- Potential Claims Against the Estate: Inheritance (Provision for Family and Dependants)
- Avoiding Complaints and Claims
What our clients say...
I thought the course was very relevant, thorough and up-to-date. The feedback provided by my tutor was very helpful. The method of study was easily manageable within my work schedule. I believe the course cemented the foundation for the work I currently do, and that it helped me to set a standard of excellence for myself in my work, which I am confident that I will continue to meet. I am proud to be a Qualified Paralegal (Q. Inst. Pa.) in Wills, Probate & Administration, and I would wholeheartedly recommend the course to anyone wishing to further their career in this area. I have certainly never looked back!
Vivien Anne Driver, Probate Executive, Symes Bains Broomer Solicitors
The qualification was more appropriate to the real world than any of the others that I looked at. Its modular style suited my life as I was able to study and work on the qualification whilst still doing my day job. The practical focus of the qualification suited the way I learn more than the other theory-focussed qualifications that are out there. The independent Will Writing sector gets a bad reputation - qualified practitioners are few and far between. A formal qualification allows my business to differentiate itself in the market place, and safeguards my business with a view to potential future regulation of the sector.
Nick Ash, CLT Specialist Paralegal Qualification Graduate, Director, Will & Probate Services (Estate Planning) Ltd