Wills for Vulnerable Clients

Contents

The aim of the video is to present a targeted approach to the needs & requirements of vulnerable people when preparing Wills. Topics covered will include:

• Your firm’s policy
• Home visits & terms of business
• Capacity
• Acting promptly
• KISS (keep it simple stupid)

Learning objectives

On completion of this video you should be able to:

• Have considered the risks & opportunities presented by acting for vulnerable people
• Have reflected on the current suitability of their existing Terms of Business and Client Retainer Letter when acting for vulnerable people
• Be conversant with the practicalities associated with determining capacity and acting promptly in the preparation of Wills

Speaker

GILL STEEL

Gill is a compelling seminar and conference speaker both in house and at public events with a strong gift for making Wills, Probate, Trusts and Tax practical, engaging, authoritative and informative. She is the Author of the 3rd Edition of Trust Practitioner’s Handbook, Consultant editor Tolley’s IHT & Trusts & Estates online service. Gill is also a solicitor, has an MBA in Legal Practice Management and runs an active website for Private Client Practitioners.