Taking instructions and planning the will

Taking instructions and planning the will
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  • 53m
  • All Levels
  • Released 2nd Aug 2021
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This session will look at troublesome issues in relation to planning and drafting wills

  • What does the client want?

- Avoiding misunderstandings

- Looking at options: what is and isn’t feasible

- Achieving a fair result

  • Does the client want to benefit a charity?

- Legacy or share of residue?

- Reduced rate of IHT: implications and formula clauses

  • Avoiding challenges

- Look at previous wills

- Document reasons for dispositions

- Document your assessment of testamentary capacity

- When is a medical report advisable?

Have a question? If you have any comments or feedback around this content, please get in touch.

Learning objectives:

  • identify and avoid problems when taking instructions and preparing a will,
  • advise the client on the options available to them.

Your CPD Certificate can be found in your Account.

Professor Lesley King

Professional Development Consultant • University of Law

Author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; Varying the Disposition of an Estate after Death; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook.

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