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Finance · Personal finance

Your Will, Your Way: A Beginner's Guide to Estate Planning

A practical, jargon-free introduction to writing a will and planning your estate. Learn the key documents, understand inheritance tax basics, and discover how to protect your loved ones' future without the legal confusion.

45 min3 modulesBeginner friendly
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Free to take. This course does not use any Learning Credits.

What you’ll be able to do

By the end of this course, you will be able to list the essential components of a valid will, explain the role of executors and beneficiaries, and identify the next steps to create or update your own estate plan.

Course outline

A clear route from first principles to practical confidence

  1. 01

    Why Wills Matter and What Happens Without One

    • What is a will and why everyone over 18 should consider one
    • Intestacy rules: how your assets are divided if you don't have a will
    • Common myths about wills and estate planning
  2. 02

    Key Players and Documents in Your Estate Plan

    • Choosing your executor, beneficiaries, and guardians for children
    • Lasting power of attorney: who makes decisions if you can't?
    • Trusts explained simply: when and why you might need one
  3. 03

    Inheritance Tax, Probate, and Keeping Your Will Up to Date

    • Inheritance tax basics: nil-rate band, gifts, and exemptions
    • What is probate and how does it work?
    • When to update your will: marriage, divorce, children, and major life changes