Course description
Drafting wills is a high risk (and traditionally low cost) activity and any errors may not come to light until many years after drafting the will.
This virtual classroom seminar, presented by private client expert Julie Bell, will examine the problems and pitfalls of will drafting and is recommended for private client practitioners who draft wills.
Join Julie as she discusses the 10 steps you need to take to minimise risks, options to limit your retainer, risks in an on-line world, death bed wills, what your file should include, and much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Drafting wills is a high risk (and traditionally low cost) activity and any errors may not come to light until many years after drafting the will.
How do you minimise risk? Does limiting your retainer help? What is the ‘golden rule’ and what happens if you do not adhere to it? What timescales are applicable to will drafting? How does negligence arise when wills are executed incorrectly by clients? When does the limitation period expire?
This new virtual classroom seminar will examine the problems and pitfalls of will drafting and is recommended for private client practitioners who draft wills.
What You Will Learn
This live and interactive session will cover the following:
- Problems encountered by practitioners
- 10 steps to minimise risks
- Options to limit your retainer
- Risks in an on-line world
- If I have doubts about capacity, should I proceed to avoid a claim if the client dies before capacity is established?
- Death bed wills - are they worth doing?
- Clients organising signing themselves
- What should your file include?
- Inheritance act claims
- Storage of wills
- Recent case law
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...