Will Drafting - Avoiding Common Pitfalls & Managing Risk

Introduction

Will drafting can be deceptively complex. Solicitors and other professional will writers must not only ensure that the will accurately reflects the client’s intentions, but also take care over the advice given, the drafting process, execution and storage.

Mistakes at any stage can have serious consequences, including disputes over the estate and potential claims against the professional involved. Understanding where the key risks arise and how they can be managed is therefore essential for practitioners involved in will drafting.

This practical webinar will follow the life of a will-drafting retainer, from taking initial instructions through to drafting, execution and storage, with a focus on practical steps that can be applied to reduce risk and avoid common pitfalls.

What You Will Learn

The webinar will cover the following:

• Taking instructions and ensuring they are properly recorded
• Identifying and understanding the client's instructions
• Providing appropriate advice to the client
• Translating instructions into an effective and legally sound will
• Ensuring the client understands the will and its provisions
• Ensuring the will is properly executed and securely stored
• Reducing the risk of disputes and claims following the client's death
• Mitigating loss and managing the position when things go wrong