Complete Course Curriculum

2 Weeks

20 hours total training spread over 2 weeks (2 hours per day, Monday-Friday)

Small Groups

Maximum 8 people per session for quality instruction and individual attention

Online

Live online sessions via Zoom — attend from anywhere in the UK

📘 Day 1: Introduction & Simple Wills

• Why estate planning matters (statistics, aging population)
• Understanding the Wills Act 1837
• What makes a will legally valid
• Execution and witnessing requirements
• Single wills vs mirror wills
• Client consultation basics

📘 Day 2: Mirror Wills & Guardianship

• Mirror wills for couples (benefits and considerations)
• Appointing executors (single vs multiple, professional executors)
• Appointing guardians for minor children
• Residuary beneficiaries and pecuniary legacies
• Common client scenarios and questions
• Conflict of interest considerations

📘 Day 3: Lasting Powers of Attorney (Property & Finance)

• What is a Lasting Power of Attorney (LPA)?
• Property & Financial Affairs LPA explained
• Choosing attorneys (family, friends, professionals)
• Joint vs joint and several appointments
• When LPAs can and cannot be used
• Registration process with Office of Public Guardian (OPG)
• Common mistakes to avoid

📘 Day 4: Lasting Powers of Attorney (Health & Welfare)

• Health & Welfare LPA explained
• End-of-life decisions and medical treatment
• Life-sustaining treatment provisions
• Capacity assessments (when is someone capable?)
• Differences between Property & Finance vs Health & Welfare LPAs
• Sensitive conversations with clients about end-of-life

📘 Day 5: Inheritance Tax Basics

• Understanding Inheritance Tax (IHT) thresholds
• Nil-rate band and residence nil-rate band
• Spouse exemption and transferable nil-rate bands
• 7-year rule for gifts
• When to refer to specialist tax advisors
• How to discuss IHT with clients without legal advice

📗 Day 6: Trust Planning

• What are trusts and why use them?
• Property protection trusts (protecting assets from care fees)
• Discretionary trusts (flexibility for beneficiaries)
• Life interest trusts (income vs capital)
• When to recommend trusts vs simple wills
• Tax implications of trusts
• Common trust scenarios

📗 Day 7: Probate & Estate Administration

• What is probate? (Grant of Representation)
• When probate is required (and when it isn't)
• Grant of Probate vs Letters of Administration
• Executor responsibilities and timeline
• Estate administration process overview
• When to offer probate services vs refer out
• Supporting bereaved families sensitively

📗 Day 8: Business Setup & Compliance

• Choosing business structure (sole trader vs limited company)
• Professional indemnity insurance (what you need, how much)
• Terms of business and engagement letters
• Data protection and GDPR compliance
• Record keeping and file management
• Money laundering regulations (what you must do)
• When to register with regulatory bodies

📗 Day 9: Pricing & Client Acquisition

• Pricing strategies (competitive analysis, what to charge)
• Package pricing vs itemized pricing
• Marketing channels that work (networking, referrals, online)
• Building referral partnerships (solicitors, IFAs, funeral directors)
• Your website and online presence
• Local networking and community engagement
• Client consultation process (from inquiry to signed client)

📗 Day 10: Sales Skills & Going Live

• Conducting effective client consultations
• Asking the right questions (fact-finding)
• Presenting your services and pricing confidently
• Handling objections ("I'll think about it", "That's expensive")
• Closing the sale ethically and professionally
• Post-consultation follow-up process
• Your action plan for getting your first 3 clients

Training is FREE. Your only cost is WILLO at £75/month to start:

That's all you need to cover your monthly WILLO software cost

After that? Every additional client is pure profit (minus insurance and your time)