Avoiding Claims & Complaints in Will Drafting - How to Minimise Risk

Introduction

Did you know that Wills and Probate is the third most complained about area of law?

A recent ‘shadow shopping’ exercise by the Legal Services Consumer Panel reviewed 101 wills - and found that 1 in 4 were of poor quality, regardless of whether they were prepared by solicitors or will-writers.

These mistakes are not just technicalities - they can have serious financial consequences, potentially affecting an individual’s entire estate. Understanding how to avoid these pitfalls is essential for any practitioner.

Join our in-person seminar to learn best practices for managing this high-risk area and ensure your clients’ wills are legally sound and effectively executed.

What You Will Learn

This course will cover the following:

• Problems encountered by practitioners
• Essential steps to minimise risks
• Options to limit your retainer - why, how, and when?
• Most common complaints
• Risks in an online world
• If you have doubts about capacity, should you 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