Taking Instructions and Planning the Will

This session will look at troublesome issues in relation to planning and drafting wills, particularly when clients are trying to achieve a fair result for different beneficiaries. This may be simply different family members: children from first marriage, second spouse or civil partner; it may be charities and family members.

Who does the client want to benefit? Family, charity, friends?

Avoiding misunderstandings

What does the client want to achieve?

• Achieving a fair result
• 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
• Suggest a medical report when appropriate
• Consequences where a medical report is not obtained

Examples of getting it wrong

Who this is for:

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

Level of expertise:

This webinar is suitable for all levels

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:

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