Will Writing, Estate Planning & LPA Drafting - Estate Planning Foundation Course Part 1 (17th & 18th Sep)







Countrywide Estate Planning Foundation Course PART 1

The essential guide to Will Writing, Estate Planning and LPA Drafting
(2 day)

This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts and Asset Protection Trusts. On completion of this course you can confidently advise, explain and utilise Trusts, enabling you to provide a bespoke Estate Planning service to suit your client’s individual needs.

The course provides a practical introduction to making Lasting Powers of Attorney, identifying the parties involved. Registering Lasting Powers of Attorneys, drafting restrictions and conditions, together with avoiding errors and negligence. 

Agenda for Day 1

Arrival for 9:30 to start for 10:00

  • Who are CW and how do we work
  • Why you should make a Will
  • Intestacy

11:30 - 11:45 Break

  • Standard Wills structure and validity
  • Roles within the Will
  • Ownership of assets
  • Threats to an estate
  • Introducing the types of Trusts
    • Discretionary Trusts
    • Interest in Possession Trusts
    • Introduction to their taxation

1:00 - 1:30 Lunch

  • Bloodline Planning
  • Care Planning
  • Introducing the Probate Preservation Plus Trust
  • Introduction to the Residence Nil Rate Band (Asset Protection Trust)
  • Our ‘Death Planning’ solutions

3:15 - 3:30 Break

  • Dealing with Business/ Agricultural Assets with the Will
  • Life Assurance policies structure and Life Assurance Trusts
  • Dealing with lump sum Pension Death Benefits
  • Lasting Powers of Attorney

4:15 - Closes

Agenda for Day 2

Arrival for 9:00 to start for 9:30

9:30 – 11:15 – Technical

Recap of Day 1

  • LPA’s if not covered in Day 1

11:15 – 11:30 – Break

11:30 – 12:00 – Contract Options Explained

The STEP Will Writing Code and the ‘Contract’ options explained

What do I do next?

  • Complete your Online Learning
  • Choose and sign a Contract
  • Complete and return your original Direct Debit for Membership and the Professional Indemnity Package
  • Purchase the Countrywide Legacy Software

12:00 – 12:30 – First Appointment

  • First appointment 
  • Paperwork required 
  • The finance sheet 
  • Services provided by Estate Planning Helpline to help on these early cases

Instruction taking – electronically or on paper?

How to submit your first case 

Practical Demonstration of the Software including an example client and how to submit an order.

12:30 – 1:00 - Systems, Tracker and Storage of docs

  • The training opportunities available to you, to enable you to submit your first case
  • How to track the progress of your first case
  • How to check payments commission

1:00 – 1:45 – Lunch

1:45 – 2:30 – Countrywide Legacy Software – flexible to suit all businesses

  • Software Packages explained

2:30 – 3:00 – Federation of Small Businesses – Alistair Downham

An introduction to the Federation of Small Businesses, explaining the range of vital business services they provide, including advice, financial expertise and support.

3:00 – 3:30 – The IPW

We appreciate your time is precious, and our two Part Course has been specifically designed with this in mind.

Part 2 of the Countrywide Estate Planning Course should be completed within three months of attending part one. In order to benefit you and your business, we would strongly recommend that you do not attend the Part 2 until you have undertaken your first Instruction.


For more information and to book your course, please contact:

newentrants@countrywidegroup.co.uk

01926 514 390 Ext 9170

The cost of this course is £230 + VAT

Part 2 is discounted to £75 + VAT when you book Part 1 and Part 2 together