Introduction to the Law of Wills

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Course Overview

This course aims to introduce those will little or no knowledge of this area of law to the law relating to and surrounding wills; beginning with an overview of what a will is and who can make one, this 3 hour webinar will go one to explore the test for capacity when making a will, the effect of clauses, incorporation and other key issues to be aware of.

This is essential viewing for trainees, paralegals and legal executives who are interested in will writing but will also be a useful refresher for more experienced practitioners and an ideal opportunity for practitioners new to private client practice to enhance their knowledge in this area.

What are the requirements?

Learning Outcomes

  • On completion of this course you will:

    • Appreciate the aims and advantages of making a Will
    • Understand the requirements for a will to be valid and be admissible to proof
    • Have considered how a Will can be a useful tool in inheritance tax planning
    • Know who can make a will and the test for capacity for making a Will
    • Be able to identify the signs that a testator is being unduly influenced and how to manage the situation effectively
    • Be familiar with what a statutory Will is, how one is made and under what circumstances
    • Understand what a privileged Will is, how one is made and under what circumstances
    • Recognise what a statutory nomination is, how one is made and under what circumstances
    • Have considered what clauses can go into a Will and their effect
    • Understand why it is important to ascertain any aliases the testator may have
    • Know what to do if the testator has foreign property
    • Have considered the effect of marriage/civil partnership on a Will and what to do if the testator is intending to marry or enter into a civil partnership
    • Appreciate the effect of a professional charging clause and when one should be inserted
    • Feel confident when dealing with funeral wishes in a Will
    • Be able to explain what incorporation is and what documents can be incorporated
    • Understand the importance of the date of the Will
    • Appreciate how alterations, amendments and additions to a Will are validated
    • What an affidavit of plight and condition is and when one may be required
    • Know how a Will can be revoked

What is the target audience?

  • Private client practitioners

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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

recorded webinars

  • Part 1
    00:46:04
  • Part 2
    00:49:36
  • Part 3
    01:01:06

Documentation

  • Slides Part 1
    20 Page
  • Slides Part 2
    24 Page
  • Slides Part 3
    17 Page

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  • Price
  • £ 100