The Will Writers Network runs a range of training courses aimed at professional Will Writers covering a diverse range of topics from the legal background of Will Writing, practicalities of taking client’s instructions, current Inheritence Tax avoidance strategies, training on offering the best Estate Planning advice, and innovative marketing strategies to grow your Will Writing & Estate Planning business.
At the Will Writers Network we believe that training to be a professional Will Writer need not be complex. Our training is easy to understand so you leave with all the knowledge you need to start seeing private clients and taking their instructions confidently.
The Will Writers Network in association with Integra Wills & Estate Planning provide all the administrative support so you can offer your customers a fast and accurate turnaround of their legal documents at competative prices.
The training is facilitated by an experienced full member of the Society of Will Writers with years experience as a Will Instruction Taker and Estate Planner.
Following completion of the course and successfully passing the test successful delegates will be issued with a Certificate of Competency and will be qualified to start going out on appointments.
Upcoming training locations and dates:
Nottingham -
Will Writing Business Marketing Day -
Saturday 18th September 2010
(6 places – book online now)
Nottingham -
Intro To Will Writing & Estate Planning -
Saturday 25th & Sunday 26th September 2010
(6 places – book online now)
Will Writing & Estate Planning Syllabus
Basic Will Instruction Taking:
Confirming appointments by telephone. Arriving at customers house. Answering their questions. Taking instructions for Wills. Single and Mirror Will instructions. Returning for the Attestation meeting. Referral generating techniques.
Estate Planning:
Identifying customers with more complex requirements who would benefit from other services including Protective Property Trusts, Discretionary Trusts and Lasting Power of Attorney (LPAs). How to up-sell these additional services successfully. Role play and practising in pairs. Optional: One hour written exam paper.