Minimising Risk in Will Drafting - How to Avoid Claims & Complaints

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

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.