Careers - Course Material

Course Content

The first week’s training course covers extensive knowledge of;

• An introduction and history of the company
• Meeting the key HQ and regional people
• The full training plan now and the future
• Will Writing – background and law
• Lasting Powers of Attorney
• Our storage facility
• Living Wills
• Care home fee protection
• Severance of tenancy
• Funeral plans
• Probate
• How to complete our instruction forms
• Meeting agendas
• Our process of production
• Marketing services
• Telesales
• Inheritance Tax
• Business asset distribution
• Case study
• How to sell
• Mistakes and rectification
• Self generation of business
• Referral calls
• Institute of Professional Will Writing introduction
• Money procedures
• Rules and regulations
• Professional indemnity insurance
• Diaries
• Software and computers
• Working on solutions with colleagues

And much more ...