Level – introduction/basic
Are you new to Private Client or a practitioner returning to this area?
This online course is designed to give you an understanding of the day-to-day work of a Private Client practitioner, exploring the preparation of simple Wills, Lasting Powers of Attorney and straight forward estate administration.
Using practical case studies the day will give you confidence when taking instructions, preparing documents and taking a case from start to finish.
What you will learn?
- Key elements of simple Wills including common pitfalls
- Signing Wills effectively
- Preparation of Lasting Powers of Attorney
- Dealing with a simple (non-taxable) estate administration
Can’t make the date/time or need to revisit the training? No problem, booking onto this event means you will receive a link to access a recording of the event at your leisure! The link will be sent within approx 72hrs of live broadcast & be available for approx. 3 months, to view as many times as you wish.