If you’re a professional in the Wills and Probate sector and feel isolated, you’re not alone.
Although there has been a rise in the number of estate planners over recent years, communication across the industry just hasn’t risen in the same way, with many professionals left feeling like they’re having to face the challenges of the market alone.
What’s more, this also poses a problem on a business level, with opportunities for boosting enquiries and establishing valuable connections being missed.
Although any firm might be at risk of feeling like an outsider, the negative impact it can have is often not realised until much later down the line – at which point it can be difficult to fully recover.
To prevent this from happening and to help your business stand out amongst the competition, it’s vital to be proactive.
This is why networking is so important.
Whilst it might initially seem daunting, engaging with other like-minded professionals at events could not only help to build the prominence of your practice, but also help to grow your expertise too.
Industry events are no longer a rarity on the Wills and Probate calendar; as opposed to the odd conference running once on an annual basis, events now take place throughout the year, providing professionals with ample opportunities to connect with peers and boost their knowledge.
Below, you can find a comprehensive list of the key events held by the Institute of Professional Willwriters taking place throughout the year. These events are designed for professionals at every stage of their career and at each level of expertise, providing the perfect opportunity to boost the profile of your business whilst engaging with others. Whether you’re just starting out and are looking to build your skills, or you’re well established and are simply looking to update your knowledge, there’s sure to be an event to suit you – just make sure you don’t miss out!
An introduction to probate and estate administration – 1 May 2018
Duration – 2 days
Birmingham
This aim of this course is to help professionals meet the growing demand for a reliable and efficient Estate Administration Service. As well as helping to enhance Will-writing skills it could also build the earnings potential of your business,
The course will cover key topics such as how to deal with a bereaved client, the purpose of a Grant of Probate, Duties and Powers of Personal Representatives as well as the entitlements of Beneficiaries.
To find out more, please click here.
Willwriting In Practice Course – 15 May 2018
Duration – 3 days
Nottingham
This course aims to help professionals develop practical skills and enable attendees to implement these into real life scenarios.
The course will cover key topics such as financial considerations when choosing a Guardian, specific legacies and gifts, trustee powers as well as demonstrations for taking client instructions and will drafting.
To find out more, please click here.
Mental Capacity Act & Lasting Powers of Attorney – 12 June 2018
Duration – 1 day
Birmingham
This course will deliver a practical workshop and exam to help prepare attendees for client instructions regarding Lasting Powers of Attorney. It sets out to equip delegates with the necessary confidence right through to registration at the Office for Public Guardian.
The course will cover an introduction to the Mental Capacity Act 2005, Lasting Powers of Attorney, the test for capacity, the requirements for Advance Decisions as well as restrictions and conditions.
To find out more, please click here.
This article was submitted to be published by the Institute of Professional Willwriters as part of their advertising agreement with the Institute of Professional Willwriters. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
