Wills, Probate, and Legal Frameworks

Categories: Chartered
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About Course

This module covers the legal foundations necessary for effective estate planning. Learners will explore how wills and probate operate within the legal system and understand statutory requirements and duties of estate administrators. It also examines common legal disputes and how to prevent or resolve them.

What Will You Learn?

  • Understand how to draft legally valid wills, including different types (simple, joint, testamentary trust wills).
  • Gain knowledge of the probate process: application, administration, and final estate distribution.
  • Learn the responsibilities and practical duties of an executor, including asset inventory, debt settlement, and communication with heirs.
  • Comprehend intestacy laws and how estates are distributed in the absence of a valid will.
  • Explore essential legal concepts in trust and estate law, such as testamentary capacity and the Rule Against Perpetuities.
  • Understand fiduciary duties of trustees and executors, including the duty of loyalty, prudence, and impartiality.
  • Familiarize yourself with regulatory frameworks, statutes, and reporting requirements relevant to estate administration.
  • Identify common legal challenges and how to prevent or resolve issues such as contested wills or fiduciary breaches.
  • Analyze real-world case studies involving will disputes, probate litigation, and successful estate administration.
  • Access and utilize key tools like will templates, probate checklists, legal resources, and professional advisory networks.

Course Content

Wills and Probate

  • Drafting Wills
  • Executor Roles and Responsibilities
  • Probate Procedures
  • Intestacy Laws

Trusts and Estates Law

Practical Application and Case Studies

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