The Basics of Will Drafting - In 30 Minutes
Type | Speaker | CPD Hours | Level |
---|---|---|---|
Webinar
|
0.5 | Introduction |
Course Outline
Introduction
This webinar will provide an overview of the key issues to consider when drafting a will for a client to ensure that their wishes are fully reflected and effective.
As well as looking at the various types of clauses to consider when preparing a will, it will also briefly consider testamentary capacity, execution of a will and the importance of preparing a thorough attendance note.
What You Will Learn
The webinar will cover the following:
- Testamentary capacity (a brief overview)
- Clauses dealing with the appointment of executors and trustees, pecuniary legacies, residuary gifts
- Importance of taking thorough instructions and what type of questions to ask your client in order to prepare the will
- Looking at your client’s assets, particularly property held as joint tenants and whether a severance of joint tenancy is required
- A review of your client care letter - what is/is not covered?
- Execution of a will/formalities
This webinar was recorded on 17th May 2019
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The Basics of Will Drafting - In 30 Minutes
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