Legacy Legal - Ready to elevate your business?

Helping you unlock new income opportunities by offering your clients an Estate Planning Service.

At Legacy Legal, we're here to help you enhance your services and grow your income by offering estate planning to your clients. Whether you're a mortgage broker, financial adviser, or IFA, our comprehensive Online Estate Planning Course is designed to integrate smoothly into your existing services.

With our expert guidance and resources, you'll be well-equipped to provide valuable estate planning advice, diversify your offerings, and create new revenue streams while meeting your clients' evolving needs.

Why not join us for our upcoming training sessions, all conveniently held online:

9th October 2024
16th October 2024
23rd October 2024
30th October 2024

Each session runs from 09:30 to 13:30 via Teams, making it easy to fit into your schedule.

Cost to attend £300 (all sessions)

Speakers

The course will be hosted by Matthew Mitchell and led by our expert trainer Michael Budden.

Matthew Mitchell

Host

Michael Budden

Presenter

Agenda

Our comprehensive Online Estate Planning Course is designed to equip you with the knowledge and skills to offer valuable estate planning services to your clients.

October 9th

Reasons to Make a Will

Intestacy & Assets Passing Outside of the Estate

Validity of Wills

Codicils/Alterations to a Will

Executors, Administrators & Beneficiaries

October 16th

Interpretation of Wills/Legacies

Clauses to Include in a Will

Claims Against the Estate

Tax/Tax Efficient Wills

October 23rd

Trusts – Basics/Types/Planning

Post-Death Planning

Traps for the Unwary

Taking Instructions for a Will/Client Care

October 30th

Life Insurance

Pensions Estate Planning

Lasting Powers of Attorney