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What is important about a Will

What is important about a Will

Course By: Growth in Motion

ABOUT THE COURSE


CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 2 CPD hours   

CPD Accreditation Number: IOB158

COURSE DESCRIPTION 

Understand the basics of the drafting of a valid will and the advice advisors should give to clients in the absence thereof. Learners will gain sufficient and appropriate knowledge and understanding of:

  • Why should your client have a will
  • Who can make a will
  • Who can assist in drafting a will
  • Who can witness a will
  • Checks to be done when drafting a will
  • Amendments and additions to a will
  • Intestate succession
  • Case studies
Understand the basics of the drafting of a valid will and the advice advisors should give to clients in the absence thereof

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