Benefits of our Will Writing and Estate Planning Training

Receive industry-leading training

Attend professional online Estate Planning and Will Writing training courses delivered by experienced CTT practitioners. Their knowledge spans a wide range of disciplines, from Tax and Trust to contentious probate. Backed by years of hands-on work with complex client cases, gain expert insights to give you a competitive edge in your field.

Stay up to date with Estate Planning industry news and insights

With access to the latest tools and industry knowledge, our training courses provide you with the means to deliver exceptional client service and manage their Estate Planning effectively. You’ll learn how to minimise business risks and optimise your client data for increased revenue. You’ll also receive guidance to prepare for any new legislative or industry changes, so you stay agile and ahead of the curve.

Access industry-leading Estate Planning tools

Gain access to CTT’s industry-leading Estate Planning software: CTT Legacy. Learn how to leverage its user-friendly tools to streamline workflows, minimise admin tasks and boost profitability, as well as delivering outstanding client services that follow best practice to safeguard your business.

Leverage actionable Estate Planning advice

Each of our Estate Planning and Will Writing courses focuses on different aspects of planning your clients’ estates and documenting their wishes to help you gain a depth of knowledge that allows you to create bespoke plans and robust legacies for your clients.

Access free professional training

Gain access to our free monthly webinars. These popular and interactive online sessions cover a range of topics, from dealing with new legislation and how it might affect your clients to handling specific types of planning and the finer points of taxation. Delivered live by our CTT experts, it’s an opportunity to network with peers, discuss concerns, and get answers to your most pressing questions.

Guidance on navigating sensitive topics

The scenarios in our training courses will enable you to feel more confident when discussing sensitive topics with your clients.

Our training will teach you how to provide bespoke Estate Planning or Will Writing services that suit your clients’ individual needs and circumstances, enabling you to successfully safeguard their wealth for future generations.

After completing our Estate Planning or Will Writing training courses, you’ll have the skills and knowledge to confidently advise and educate clients on industry best practices using leading methods in your field. Sign up for one of our courses today!

FAQs About Our Training Courses

How long are the training courses?

Our Will Writing and Estate Planning courses vary from one-off stand-alone sessions to modular courses, delivered over several days in 2–5-hour sessions.

If the course is not a stand-alone session, it is most likely part of a bigger module split into several online training sessions, each with a specific focus.

All new CTT Group members are required to complete our 5-day Foundation course, followed within 6 months by the Will Writer to Estate Planner course.

I can’t decide on a course that suits me. What do I do now?

If you are struggling to decide on a suitable course and would like some advice on the best training options to meet your requirements, our Partnership Team is here and ready to help.

The CTT Partnership Team is your go-to source of information for all things relating to CTT, our training, and our services. Contact one of our helpful Partnership Team advisers via email here or call 01926 514 390 to discuss your course requirements and get expert guidance in selecting the right training pathway for you.

Who is the Estate Planning Foundation Course for?

The Estate Planning Foundation Course comprises 5 half-day sessions and is compulsory for any new CTT advisers.

This course enables you to progress onto the Will Writer to Estate Planner training course within 6 months of completion. Find out more about becoming a CTT member here.

What happens if I miss a session?

If you miss a session from our compulsory Estate Planning Foundation Course, you will be required to attend that session whenever it is next available. You must attend all training sessions within the Estate Planning Foundation Course to complete it.

We run our training sessions frequently throughout the year. So, whether you miss sessions from a compulsory or non-compulsory module, you can always retake them.

Are all Estate Planning and Will Writing training sessions remote?

Yes, our training sessions are completely remote via Zoom calls, so you can access them from anywhere!

What time do the training sessions usually run?

Our Estate Planning and Will Writing training courses are usually carried out between 9 am and 2 pm across various days.

Are the training sessions interactive?

Yes, we welcome questions from our attendees and members during our training sessions and strongly encourage cameras to be turned on to help improve the levels of interaction amongst both the hosts and attendees.

We use Slido to create live polls, Q&A, and live quizzes to engage with our participants and help you consolidate the leanings withing each module.