UNIT 1 - Taking Instructions and Drafting a basic Will


Unit description


This unit provides learners with the skills and knowledge required to draft wills.  They will be introduced to the procedures to be followed to produce the will and the instructions required from the client to enable an accurate record of their wishes to be made.


In addition, they will gain knowledge checks to be made and the professional rules governing the drafting of wills.

Summary of learning outcomes


To achieve this unit a learner must:


  1. Explore reasons formaking a will
  2. Investigate information required to draft a will
  3. Explore professional rules relating to drafting of a will
  4. Draft a will to meet client requirements

Please click on the following link to see a sample of the materials in PDF format