De-Risking Will Making [2023]

Webinar Details

Available now

Expires after 90 days

James Beresford

CPD Hours: 1


From our LAW2023 Online W&P Autumn package, this 1 hour session presented by James Beresford will look at ways of de-risking will making.

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.