EVENTS

AN INTRODUCTION TO PROBATE AND ESTATE ADMINISTRATION - 2 day course 3rd September 2019
IBIS Styles Hotel (NEC), Bickenhill Lane, Birmingham B40 1PJ

2 DAY COURSE - Tuesday 3rd and Wednesday 4th September

Add another string to your bow! 

By attending this 2 day course in respect of probate and estate administration you will be exposed to the knowledge and skills necessary to be able to deal with an estate after death. 

Why let someone else administer the Will that you have prepared! It makes no sense!

Having this knowledge will enable you to advise the bereaved family, act for them and potentially assist the family with Wills of their own, thus providing a holistic service to your current client and future generations. Become their trusted advisor for generation to come! After all, no one understands the Will like the person who drafted it, so they are the best person to deal with the estate when the time comes.

 


Full Course Details

 

There is an increasing need for a reliable, efficient and reasonably priced Estate Administration Service. This Course is designed to help Willwriters meet this demand:

  • Learn how to deal with estate administration with qualified guidance
  • Improve your Will-writing skills by improving your understanding of Probate procedure
  • Expand your practice and earnings potential
  • Dealing with a Bereaved Client
  • Taking Instructions

  • The Need for a Grant of Probate

  • Types of Grant inc Power of Attorney Grants

  • Duties & Powers of Personal Representatives

  • Beneficiaries & Their Entitlements

  • Valuatons

  • HMRC Accounts

  • Obtaining Information on Assets & Liabilities

  • Inheritance Tax inc TNRB

  • Income Tax and CGT in estates

  • Oaths

  • Caveats / Citations / 1975 Act Claims

  • Collecting Estate and Settling Liabilities

  • Settling Legacies inc Transfer of Assets

  • Estate Accounts

  • Distributing the Residue

  • Deed of Variation / Disclaimers


Booking Arrangements

To reserve your place @ £390.00 pp on the Introduction to Probate & Estate Administration course, please call 08456 444261 to pay with a credit/debit card or pay by bank transfer to the Willwriting Academy Ltd - Sort code: 30 64 10 Account No: 37097960

 

Willwriting Academy Ltd Cancellation Policy:  

For bookings cancelled more than 14 days before, a full refund less £25.00 administration fee will be given.  No refunds will otherwise be made.

 

TAGGED IN: Event, Estate Administration




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