Learning Objectives:

• Explain the importance and benefits of writing a Will
• Describe the process of estate settlement
• Know how to use the Will to speed up the settlement process
• Design the contents of the Will

Course Outline:

• Introduction to Financial Statement
• Introduction to Will Writing
• The estate planning process
• The benefits of Will Writing
• Intestate Succession Act
• Formalities of the Will
• The types of appointment in the Will
• The persons to be included in the Will
• Needs of Beneficiaries versus Estate of deceased
• The various methods of distribution
• Testamentary trust
• Law relevant to estate planning
• Will Writing fact finder

LIA CPD Hour: 6 hours (50% Knowledge, 50% Skills)