Introduced in 2015, the STEP Diploma in Will Preparation (England and Wales) is a specialist qualification that enhances your knowledge of will preparation and develops your expertise in will writing.
This course comprises the following four Advanced Certificates:
- Advanced Certificate in Administration of Estates
- Advanced Certificate in Administration of Trusts
- Advanced Certificate in Taxation of Trusts and Estates
- Advanced Certificate in Will Preparation
Delivered through our online learning platform and two face-to-face workshops, the Advanced Certificates in Administration of Estates, Administration of Trusts, and Taxation of Trusts and Estates each take four to six months to complete.
Each Advanced Certificate is assessed through a three-hour, closed-book examination and we recommend that you spend between 4-6 hours each week on personal study for the four to six months prior to the examination. More information on these Advanced Certificates can be found here.
The STEP Advanced Certificate in Will Preparation is delivered through our online learning platform and three face-to-face workshops and 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 on private study per week for the six months prior to the examination.
Once you successfully complete this course you will gain 120 Diploma Level credits towards STEP membership.