A Simple Will Please

How many times have we heard clients say that?

The simplest will is “everything to my surviving spouse/civil partner, and, if they die before me, to the children”.

But very often this is not the best solution. This session will consider:

• When should clients be thinking about something more complicated?
• What questions should you ask?
• What options are available?
• When might a trust be appropriate?
• What sort of trust should it be?
• Who should the trustees be?
• What powers should trustees have?
• How can you keep down the administration costs?

Who this is for:

This webinar is for legal professionals and will writers who are involved in planning and drafting wills.

Level of expertise:

Intermediate – some previous knowledge or awareness required.

CPD hours:

This live webinar provides you with 1 hour of learning.

Attendees will receive a CPD certificate upon completion of this course.

Learning objectives:

• Ask clients the right questions
• Identify when a trust might be appropriate
• Provide clients with the information they need on advantages and disadvantages
• Advise on selection of trustees
• Include appropriate trustee powers