Objectives

The course will cover the basics of taking instructions from a client on a new Will, different Will precedents and when to use them, why certain clauses are used and the issues of tax in relation to Wills. There will be drafting exercises and case studies of typical scenarios you might encounter.

  • How to take comprehensive and effective instructions for Wills
  • A clause by clause analysis combined with drafting practice
  • A developed confidence in preparing a Will
  • An ability to translate client’s wishes into the correct form

Content

  • Taking instructions
  • Validity of a Will
  • Types of Will
    • Simple Wills
    • IPDI Wills
    • Discretionary Trust Wills
    • Overriding powers in Wills
  • Types of beneficiaries
    • Gifts to Minors
  • Appointment of executors/trustees
  • Appointment of Guardians
  • Extending/reducing powers
  • STEP Provisions
  • Revocation and Altering Wills
  • Problem Wills
    • Construction and rectification
    • Survivorship clauses
    • Joint tenants
    • Section 33 Wills Act, 1837
  • Taxation issues in Will drafting
  • Action planning

Who should attend : Newly qualified solicitors, legal executives, paralegals and trainees with limited experience of Will drafting.

How To Book

Please contact your Learning & Development Manager if you are interested in this course.