WIQS 2025 Update Bundle (Will Drafting and Estate Administration)

Will Drafting

In this course, training is given on the following areas of will drafting:

• who can take instructions for deathbed wills, the risks involved in preparing them and how to minimise these risks
• wills for farming and business clients in light of the forthcoming changes to relief
• wills for cohabiting couples, including ownership of property, availability of residence nil rate band and giving cohabitees a right to occupy or a life interest

Estate Administration

In this course, training is given on the following areas of will drafting:

• the advantages and disadvantages of nil rate band discretionary trusts in wills, and how to wind up unwanted ones
• the requirements for a valid post-death variation, and what can and cannot be done by varying the disposition of an estate
• the statutory provisions allowing the removal of personal representatives

Will Drafting

By the end of this course, you will be able to:

• minimise the risks involved when preparing a will for a person who is critically ill
• advise clients on the proposed changes to business and agricultural property relief and the implications for their wills
• advise cohabiting couples on how best to leave their property

Estate Administration

By the end of this course, you will be able to:

• advise clients on whether to keep or wind up nil rate band discretionary trusts created by wills
• advise clients on the uses and limitations of post-death variations of wills
• advise on the circumstances in which personal representatives should be removed

Course Format

Each online course consists of the following elements:

• an interactive course presentation, with a variety of knowledge checks and practice-based scenarios spaced throughout to test understanding of the material as the learner progresses

Our courses conform to Web Content Accessibility Guidelines 2.1. However, some members may require an alternative version for accessibility purposes. This is available upon request via our contact us form.

Assessment

In order to pass each assessment, you must achieve a pass mark of 80%. Each assessment can only be taken a maximum of three times before the course must be taken again.

The knowledge checks included in the course presentation are intended to aid your understanding of the content and offer the opportunity to apply your knowledge. They do not form part of the assessment.

Length 

The courses will take approximately 210 minutes to complete, excluding assessment.