Protect clients and your firm: discover why good will file records matter when beneficiaries investigate.
Join our specialist wills, trusts, and estates team, including colleagues in our disputes team for an informative (and interactive) breakfast presentation focused on helping professionals take steps to safeguard their clients wishes and minimise the risks of challenging arises when preparing and advising on Wills, and potential challenges or disputes arising after death.
Inheritance disputes are becoming increasingly common – which means it is essential for professionals (whether a will writer, solicitor, or other professionals) to take proactive steps to minimise the risk of challenges arising, which start from taking instructions from clients and continue with maintaining records and files. It is also important to recognise the warning signs early and understand the steps that should be taken. This presentation will provide practical guidance to assist practitioners who prepare wills and codicils for clients, and what initial steps to consider and/or take when receiving letters investigating the circumstances in which a will was prepared and executed.
During this interactive session, our experts will cover:
- What is a Larke v Nugus request?
- Initial steps and considerations when receiving a Larke v Nugus request
- How to respond to a Larke v Nugus request
- Key roles, confidentiality, and data protection considerations
- Costs involved and charging for a Larke v Nugus request
- Risks in failing to cooperate, respond, and non-disclosure
- Other issues to consider
- What is revealed when the files and records are disclosed – what do dispute solicitors look for
- What happens when no professionals (do it yourself) is involving in the will making process
- Practical tips to protect you and your firm against challenges arising
- Practical examples – from attendance notes and file management
We would encourage you to ask questions arising throughout the presentation. It may be that you have examples or questions in mind when you attend, which we can assist with during or after the presentation.
Whether you are a will writing professional, private client solicitor, probate and/or estate practitioner, legal executive, or professional supporting colleagues in preparing and executing wills, or investigating the circumstances in which a will has been prepared and executed, this presentation will provide valuable insights and focus on practical points for you to takeaway which can immediately be applied to your day to day practice or provide you with a point of contact should you have issues or concerns arise in the future.
Tea, coffee, and light refreshments will be available, with opportunities to network with fellow professionals before and after the presentation.