Pitfalls in Wills and Probate Practice

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Dealing with wills and estate administration is high risk – errors can be costly and time consuming to deal with.

This presentation will look at where things can do wrong, cases where a practitioner has been found to be negligent and common errors that can occur.

Consideration will be given to the information that needs to be on will file when it is finished and how to ensure that a probate application proceeds as smoothly as possible.

Top 3 takeaways from the webinar:

  • What are the most important factors when taking will instructions
  • What are the main errors seen in will drafting
  • What common problems occur during estate administration

Who this is for:

Anyone doing wills and probate.

Level of expertise:

All Levels – this can be picked up throughout anyones professional career regardless of experience.

CPD hours:

This webinar provides you with 1 hour of learning.

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

Learning objectives:

How to protect yourself, the testator, personal representatives and beneficiaries from difficulties and what unique points need to be considered.

Downloads

Your CPD Certificate can be found in your Account.

Julie Bell

Consultant Solicitor • Read Roper and Read Solicitors

Julie is a solicitor specialising in private client work. She is a Consultant Solicitor at Read Roper & Read in Manchester, advising on all areas of private client with particular emphasis on trusts and assisting high net-worth individuals.

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