De-Risking Will Making [2023]

This is a practical session that will cover:

• Pre-instruction protocols.
• Issues to consider when taking instructions including
  • Mental Capacity Issues
  • Undue Influence
  • Consistency of instructions
• Preparation of the will including:
  • Precedents
  • Preparation protocols
• Signing and post completion matters including:
  • Execution of the Will
  • Severance of Joint tenancy
  • File closure
  • Storage

This session will enable delegates to put in place appropriate measures to de-risk the preparation of wills in their private client department.