NALP Unit 32 - Wills and Succession

NALP Unit 32 - Wills and Succession

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Course Overview

Unit 32 – Wills and Succession for Paralegals is one on the optional technical legal knowledge units for those studying towards a Level 3 qualification recognised and awarded by The National Association of Licensed Paralegals (NALP). 

This unit aims to provide the learner with the knowledge to understand the operation of wills and succession. In understanding the procedure and practice of Wills and Succession, the learner will be able to effectively assist in Wills and Succession matters in a solicitor’s firm, a paralegal firm or other alternative business structure. In particular, the role of the Paralegal in taking effective instructions will be particularly useful in the workplace. This unit enables progression on to the NALP Level 4 Wills and Succession Unit, for those learners who wish to offer services in this area of law.

This unit comprises a comprehensive workbook developed by NALP which provides all of the information that leaners will need to meet the learning outcomes detailed below.

Also, Datalaw have designed several short webinars focusing on key aspects of the syllabus for this unit to help explain and contextualise the material provided in the workbooks. 

Delivered by Sue Ioannou of A.r.t. Wills, the webinars within this unit cover following topics:

1.   Intro to the Law of Wills 

2.   Common clauses and their effect

3.   Types of gift

4.   Attestation Clauses

5.   Alterations and additions

6.   Revocation

7.   Intestacy

8.   Roles of the Executors and Trustees

What are the requirements?

  • Once learners have reviewed the NALP workbook and supporting material supplied by Datalaw, they will be ready to request the assignment for this unit. The assignment consists of a written piece of work which learners have 4-weeks to complete.

Learning Outcomes

  • Learning Outcomes
  • 1. Demonstrate a thorough understanding of the formalities of a valid will in English Law
  • 2. Identify and describe the main elements of drafting a will and use legal terminology appropriately
  • 3. Know the legal principles of revocation or alteration of a will or codicil
  • 4. Understand the law relating to testamentary dispositions and their effect
  • 5. Understand the operation of the statutory rules of Intestacy
  • 6. Understand the role and powers of Personal Representatives
  • 7. Understand the law in relation to grants of representation
  • 8. Understand the provisions of the Inheritance (Provision for Family and Dependants Act) 1975 in respect of claims under the terms of a will and under the intestacy rules

What is the target audience?

  • Current and prospective paralegals

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About Instructor - Sue Ioannou

Sue is the owner and managing director of A.R.T. Training and Consultancy Services Ltd which specialises in identifying, developing and delivering training solutions for corporate and personal clients. This includes drafting Wills, trusts, powers of attorney and advising clients on all aspects of estate planning including taxation advice- Inheritance Tax, Capital Gains and Income Tax- personal and trust taxation.

Having been manager of the London Probate Office for 10 years (1992-2002) and Training Manager for the Probate Service for a further 5 years (2002-2007) Sue has an extensive knowledge of Probate Practice and Procedures. 

Sue is a member of the Society of Trust and Estate Practitioners, a training officer for the Institute of Professional Willwriters and a member of the Chartered Management Institute. In addition, Sue has also produced the following publications on behalf of the IPW ‘A Basic Guide to Will Writing’ and ‘A Basic Guide to Enduring and Lasting Powers of Attorney’. 

Course Curriculum

NALP Workbook

  • Introduction
    48 Page

Part 1 - Introduction to the Law of Wills

  • Webinar
    23:39
  • Slides
    15 Page

Part 2 - Common Clauses and Their Effect

  • Webinar
    15:39
  • Slides
    10 Page

Part 3 - Types of Gift

  • Webinar
    19:21
  • Slides
    9 Page

Part 4 - Attestation Clauses

  • Webinar
    13:38
  • Slides
    11 Page

Part 5 - Alterations and Additions

  • Webinar
    12:49
  • Slides
    9 Page

Part 6 - Revocation

  • Webinar
    15:34
  • Slides
    11 Page

Part 7 - Intestacy

  • Webinar
    18:16
  • Slides
    17 Page

Responsibilities of Executors and Trustees

  • Webinar
    18:52
  • Slides
    12 Page

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