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Course Efficient Executry Administration: From Drafting the Will to Winding up the Estate

Overview


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 seminar 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 also be considered.

This seminar 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

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Details


Type
Course
Level
CPD
3 hours

Fees


£210
Non Member

(Excluding VAT)

Speakers


Jamie MarwickDetails
Sarah ThurstonDetails

Membership Benefits

CLT membership provides excellent service, great value for money, a range of benefits negotiated on your behalf with affinity partners and quality events for a discounted price.

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