Course description
Overview
Practise drafting wills from start to finish. Like all BPP’s Private Client workshops, this course offers an opportunity to you to understand private client law and procedure in a practical setting.
You will perform a number of exercises in groups and case studies will also be covered. The course is not an alternative to buying will precedents but does allow delegates to understand why certain clauses are used.
Who is this for?
This course will be of benefit to newly qualified solicitors, legal executives, paralegals and trainees. It may also benefit more experienced solicitors who are moving into this area of work.
What will you learn?
- Have reflected on taking comprehensive and effective instructions for wills
- Have developed your confidence in ‘designing the will’
- Be able to translate the client’s wishes into the correct form
- Know where to look for precedents
- Have drafted a number of common wills from first instructions to completion
Subjects addressed:
- Clause by clause analysis combined with drafting practice
- Taking instructions
- Types of beneficiaries – class gifts
- Types of gifts
- Survivorship clauses
- Taxation of estates
PSC Elective
This course may be undertaken as a PSC elective, although it may also be attended by non-trainees.
SRA Competencies
B
Other related courses
Court of Protection Practice
Elderly Client Practice
Key Aspects of Wills and Estate Planning
Probate - Workshop
Trusts - an essential guide
Wills - Introduction
Writing & Presenting Legal Advice To Your Clients
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Upcoming start dates
Suitability - Who should attend?
This course will be of benefit to newly qualified solicitors, legal executives, paralegals and trainees. It may also benefit more experienced solicitors who are moving into this area of work.
Outcome / Qualification etc.
Learning Outcomes
You will:
- Have reflected on taking comprehensive and effective instructions for wills
- Have developed your confidence in ‘designing the will’
- Be able to translate the client’s wishes into the correct form
- Know where to look for precedents
- Have drafted a number of common wills from first instructions to completion
Subjects addressed:
- Clause by clause analysis combined with drafting practice
- Taking instructions
- Types of beneficiaries – class gifts
- Types of gifts
- Survivorship clauses
- Taxation of estates