Following the rejection of recommendations by the Legal Services Board to regulate will writing, training, qualification, expertise and professionalism have become crucial in establishing yourself as a quality provider of will writing services.
The STEP Advanced Certificate in Will Preparation (England and Wales) is a specialist course that is both practical and underpinned by academic rigour. As the only advanced qualification in the will writing field that has been designed for practitioners with reasonably broad experience of taking instructions and will drafting, this course will:
- Arm you with a qualification recognised by everyone working in this field
- Enhance your ability to deliver sound, consistent and holistic advice to clients as a trusted advisor
- Boost your reputation and that of your business
- Increase your knowledge and understanding of the legal and tax factors impacting estate planning
Delivered through our online learning platform and three face-to-face workshops, this Advanced Certificate takes six months to complete.
To gain the Advanced Certificate, you will need to pass a three-hour, closed-book examination and successfully complete two online exercises – the first is on client engagement skills and the second is on will drafting. We recommend that you spend 4-6 hours each week on private study for the six months prior to the examination.
Once you successfully complete this course, you will gain 30 Diploma Level credits towards STEP membership and if you maintain your STEP membership you will be able to use the STEP Will Writing Code logo.
This Advanced Certificate is also part of the STEP Diploma in Will Preparation and although the STEP Advanced Certificate in Will Preparation can be completed as a stand-alone qualification, completing it as part of this Diploma will enable you to become a Full STEP Member and use the TEP designation after your name.
More information on entry advice can be found in the Entry Criteria and Guidance section below.