Training
Our Wills and Inheritance Quality Scheme (WIQS) accreditation is a best practice quality mark for wills and estate administration advice.
If your practice is accredited under WIQS, you must complete mandatory training if you’re either:
- the senior responsible officer (SRO)
- a relevant person working in a wills, probate or estate administration department
Core training
The SRO and all relevant persons must complete core protocol training within six months of your practice being accredited for the first time.
You only need to take the core training that’s relevant to your role. For example, if you advise clients on wills, you should only complete the will drafting protocol course.
If a new relevant person joins a WIQS-accredited practice, they must complete the core training within six months of their start date.
The price is £35 + VAT per course for WIQS-accredited practices.
| 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 applying for WIQS that do not have Lexcel or CQS | SRO |
Update training
All existing relevant persons must take update training within six months of your practice being re-accredited.
You only need to take the update training that’s relevant to your role. For example, if you advise clients on wills, you should only complete the will drafting protocol course.
The price is £35 + VAT per course for WIQS-accredited practices.
| Course name | Mandatory or optional | Who should complete the training? |
|---|---|---|
| WIQS - Will drafting: 2019 update (2 hours) | Mandatory for those advising clients on wills | Relevant persons |
| WIQS - Estate administration: 2019 update (2 hours) | Mandatory for those advising clients on estate administration | Relevant persons |
There's no WIQS update training for 2020. Update training will be released in 2021.
Contact us
Contact our WIQS team if you have any questions about training requirements.
Call: 020 7316 5550
Email: wiqs@lawsociety.org.uk
Contact the Professional Development Centre for questions about ordering training courses.
Call: 020 7320 5978
Email: pdc@lawsociety.org.uk