Will-writing training

Will-writing training

Our will-writing courses will give you the training you need to learn to write wills competently. Unlike many legal activities, will-writing can be carried out by anyone who wishes to set up a will-writing business. However we would recommend that all will-writers are trained to a high level of competence, and our distance learning courses will equip you to give a better level of service to your clients.

What to study?

You should be aware that, unlike will-writing, the winding up of an estate after death is a reserved activity which can only be conducted by legal professionals working within organisations regulated by the Solicitors Regulation Authority or other regulatory body.

We recommend that you start with the CILEx Level 3 Certificate in Law and Practice (Elderly Client Practice). This is a five-unit qualification set at approximately ‘A’ Level in standard and a pass in any of the units leads to Affiliate Membership of the Chartered Institute of Legal Executives (CILEx).

The units that you will study are:

You can buy all these courses together as a bundled package or you can start with the first three and then enrol on the skills courses at a later date. Alternatively each of the courses can be purchased individually at the fee shown above. A pass in CILEx Level 3 Unit 8 Law of Wills and Succession will exempt you from the membership exams of the Institute of Professional Willwriters, subject to payment of a membership fee.

We also offer CILEx Level 3 Unit 14 Probate Practice, which would be relevant if you are working in a firm regulated by the Solicitors Regulation Authority and wish to carry out administration of estates. This could be studied as an alternative to The Practice of Law for the Elderly Client with the other units listed above, and these five courses studied together would lead to the award of a CILEx Level 3 Certificate in Law and Practice (Probate Practice).

Delivery and assessment?

The courses are delivered by supported distance learning. Our courses will prepare you for the exams set by CILEx. It is not strictly necessary for you to sit the exams in order to practise as a will writer. However, exam success will prove that you have learnt to apply the knowledge correctly, and the achievement of qualifications will also inspire client confidence. It is necessary to become a Student Member of CILEx to be eligible to sit any CILEx exam and membership and exam fees are payable.

The CILEx Level 3 Certificate in Law and Practice also contributes to the first stage of Chartered Legal Executive training, so it is an ideal starting point if you think that you might want to build on it in the future to become a fully-qualified lawyer. It is also a nationally-recognised qualification in its own right, and is listed on the Government’s Register of Regulated Qualifications.

Gain higher-level knowledge

Although the Level 3 courses will equip you to deal with standard low-value estates, we recommend that you should also study at Level 6 if you wish to offer proper advice to higher-value clients. The course we offer is:

We also recommend that will writers should have a good knowledge of the Law of Trusts. Trusts are an important legal construction which should be considered in the drafting of wills for high-value estates. So if you wish to offer a service to this market you should also study CILEx Level 6 Unit 5 Equity and Trusts. We also offer a higher-level course in probate practice – CILEx Level 6 Unit 21 Probate Practice.

CILEx will award a Single Subject Certificate for each Level 6 subject achieved. Again. these are nationally-recognised qualifications on the Government’s Register of Recognised Qualifications.