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The Basic Will Writing Course

The Basic Will Writing Course

 

This action packed  2 day course will give you all you need to get a firm grasp of the fundamentals of Will Writing .You can expect to leave the course full of confidence and be in a position to speak to your clients and take their instructions.

With our strong support mechanisms you can start your business straightaway and move it forward with confidence.

Day 1

  • An overview of what the workshop will cover
  • The components of building a successful Will Writing business
  • Wills Trusts and Powers of Attorney
  • Why make a Will?
  • Case study on the different types of Will and how they are constructed
  • Why make a Lasting Power of Attorney?
  • Case study on the different Powers of Attorney
  • Trusts
  • Case study on the different types of Trusts
  • The client presentation
  • Taking good client instructions
  • Drafting software and how to use it
  • Case studies and practical workshop

Day 2 Revision

  • More advance options on the drafting software
  • Case studies and practical workshop
  • Marketing your business
  • Other profit opportunities
  • The client presentation
  • Mentorship programme and the options
  • Setting up the software and your website
  • Planning a strong start – the first week in the field
  • Let’s get down to business- starting with a flourish
  • Competence test