STEP Advanced Certificate in Will Preparation (England and Wales)
Empower yourself with the specialised knowledge and skills needed to effectively prepare wills within the legal frameworks of England and Wales.
Empower yourself with the specialised knowledge and skills needed to effectively prepare wills within the legal frameworks of England and Wales.
This course provides practitioners with the technical knowledge and practical skills required to prepare technical, high-quality wills and provide clients with a holistic, comprehensive service that meets the highest levels of competence and professional standards.
Course fees: £1,545 + local taxes
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If you are not already a member of STEP, you need to join before enrolling onto this course as you will need your STEP membership number to hand when booking. Find out more here. Please allow five working days for your membership application to be approved by STEP. Applicable local taxes and discounts will be added to your basket on checkout for this course.
Our courses can become oversubsribed quickly and places are allocated on a first come, first served basis. We advise that you book early to ensure you receive your requested workshop dates and to check the dates as soon as you receive your booking confirmation email.
Tailored pricing plans and group rate cards are available for firms seeking to train multiple team members or larger groups of employees. We are happy to work with you to design a cost-effective solution that aligns with your training goals and budget.
You can pay for your course fees in instalments if you choose the interest-free instalment plans available for certain courses. Specifically, you can opt for three equal monthly instalments for Certificate and Advanced Certificate level courses that total over £800 (excluding VAT), or six equal monthly instalments for the Professional Postgraduate Diploma. Payments can be made using a credit or debit card.
To take this course you need to be a member of STEP at Affiliate level or higher.
This course is available for study twice a year and takes four months to complete. It is delivered online.
Enrolment onto this course will include access to an online learning platform containing:
The course fee includes attendance at three online workshops led by a subject matter expert.
The course is assessed by way of a five-hour open-book examination.
Once you have successfully completed this course, you will be awarded the STEP Advanced Certificate in Will Preparation (England and Wales).
Digital Certificates from April 2026
From April 6th 2026, printed certificates will no longer be issued. All certificates will be provided digitally via Diplomasafe.
This change supports our commitment to sustainability and modernisation. Digital certificates are:
Certificates are issued by our credentials partner, Diplomasafe. CLTI will securely share data with Diplomasafe in line with GDPR to enable digital credentialing. Learn more: https://diplomasafe.com
This course is suitable for:
We strongly recommend that you have experience of drafting and the execution of ‘standard’ wills, and have a basic knowledge of the taxation issues around will drafting. This course has not been designed for those without any practical experience of preparing wills.
I thought the lecturers were very engaging and informative and the course content has given me greater confidence in my work.
A valuable qualification at a reasonable price.
Private Client Advisor