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Training and publications for the Wills and Inheritance Quality Scheme

Important information about re-accreditation training

Please note that all re-accreditation training is now delivered through the Professional Development Centre - the Law Society's new, enhanced e-learning portal.

If you have used your Law Society CPD Centre account between 2016 and 2016, you can log in to the Professional Development Centre using your existing username. 

For more information, read the FAQs

Please remember to update your Professional Development Centre account to show that you are an accredited member. 

If there is more than one person at your practice that needs to complete the mandatory training, each individual should firstly create their free PDC account. Training courses can then be purchased in bulk and allocated to each user by the PDC administrator for your organisation.

If you need to set up PDC administrator rights please email pdc@lawsociety.org.uk to request administration access and confirm that you are authorised to purchase training on behalf of others at your organisation. For full details please read the administrator bulk booking user guide.

We are making necessary changes to the portal. As a result, you might notice that its URL (web address) is slightly different. Also, if you've bookmarked the page, this may no longer work - it can be recreated when you next visit the website. We're sorry for any inconvenience this might cause.

 

The senior responsible officer (SRO) and all relevant persons must complete mandatory Wills and Inheritance Quality Scheme (WIQS) training at initial or re-accreditation

Initial accreditation - core training

In the first year, there is core training for the senior responsible officer (SRO) and relevant persons. Whenever a new relevant person joins the practice, they only need to complete the training for year one. Thereafter, they should undertake the update re-accreditation training.

  • Relevant persons are only required to undertake the core protocol training that is relevant to their role. For example, those who advise clients on wills should only complete the will drafting protocol course.
  • Relevant persons included in the initial application must complete training within six months of the practice being awarded accreditation for the first time.
  • New relevant persons joining a practice that is already WIQS accredited must complete the core training within six months of their start date.
Course name Mandatory or optional Who should complete the training?
WIQS - Role of Senior Responsible Officer (3 hours)    Mandatory SRO
WIQS - Protocol: Will drafting (2 hours)   Mandatory for those advising clients on wills Relevant persons
WIQS - Protocol: Estate administration (2 hours)   Mandatory for those advising clients on estate administration Relevant persons
WIQS - Core Practice Management Standards (3 hours)   Optional for practices intending to apply for WIQS, but do not have Lexcel or CQS SRO

Re-accreditation - update training

At re-accreditation, all existing relevant persons at the practice are required to undertake update training. Any new relevant persons who join a practice that is already WIQS accredited, should only complete the core training in their first year.

  • Relevant persons are only required to undertake the update training that is relevant to their role. For example, those who advise clients on wills should only complete the will-drafting update course.
  • Relevant persons included in the re-accreditation application must complete training within six months of the practice being re-accredited.
  • New relevant persons joining a practice that is already WIQS accredited must complete the core training within six months of their start date.
Course name Mandatory or optional Who should complete the training?
WIQS - Will drafting: 2017 update (2 hours)   Mandatory for those advising clients on wills Relevant persons
WIQS - Estate administration: 2017 update (2 hours)   Mandatory for those advising clients on estate administration Relevant persons

WIQS publications

We have produced two publications to help firms meet the required standards for WIQS. Further guidance is included in the welcome pack that is sent to newly accredited firms.

  • Wills and Inheritance Protocol - sets out the Law Society's preferred practice in will drafting, probate and estate administration.
  • WIQS Toolkit - this practical toolkit helps practices without Lexcel or CQS to understand and comply with the core practice management standards in advance of their application.

WIQS client service charter

The WIQS client service charter is designed to help accredited firms understand what client expectations will be when using a WIQS accredited firm.

Find out more about the client service charter

Help and support

For enquiries about training requirements, please contact the accreditation office:

Email: wiqs@lawsociety.org.uk
Telephone: 020 7316 5550

For enquiries about ordering training courses, please contact the Professional Development Centre:

Email:  pdc@lawsociety.org.uk
Telephone: 020 7320 5978