Efficient Executry Administration - drafting the will to winding up the estate
With clients becoming ever more cost conscious and time pressured, the need for solicitors to be able to deal with an estate efficiently and cost effectively is increasing.
This course looks at how knowing your client and drafting an effective will assists this process. The executry process and the pitfalls that may present themselves will be considered. The issues that arise in these areas due to COVID-19 will also be explored.
This course will look at the following areas:-
taking instructions – know your client
what to consider when drafting the will
common pitfalls of drafting wills
the basic procedure of winding up an estate
how to manage expectations of executors and beneficiaries