The Basics of Will Drafting - In 30 Minutes

Introduction

This webinar will provide an overview of the key issues to consider when drafting a will for a client to ensure that their wishes are fully reflected and effective.

As well as looking at the various types of clauses to consider when preparing a will, it will also briefly consider testamentary capacity, execution of a will and the importance of preparing a thorough attendance note.

What You Will Learn

The webinar will cover the following:

• Testamentary capacity (a brief overview)
• Clauses dealing with the appointment of executors and trustees, pecuniary legacies, residuary gifts
• Importance of taking thorough instructions and what type of questions to ask your client in order to prepare the will
• Looking at your client’s assets, particularly property held as joint tenants and whether a severance of joint tenancy is required
• A review of your client care letter - what is/is not covered?
• Execution of a will/formalities

This webinar was recorded on 17th May 2019