Learning Objectives:
  • Explain the importance and benefits of Will Writing
  • Describe the process of estate settlement
  • Use the Will to speed up the settlement process
  • Design the contents of the Will
  • Design total financial planning and business insurance solutions for their clients using Will Writing
Course Outline:
  • 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
  • Presentation to individual on Will Writing
  • Practical case study on a high net worth individual using insurance to meet the Needs of beneficiaries
  • Identifying potential prospects
  • Prospecting tracks
  • Handling objection
  • Compliance and administration requirement

LIA CPD Hour: 12 hours (50% Knowledge, 50% Skills)