Description
Note: this webinar is the first of a two-part series. You can save 10% by purchasing both webinars together.
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Gain the confidence to draft clear, effective, and future‑proof wills with a practical webinar series that guides you through every step of the process—from the first conversation to the final document
Will drafting is an intricate art often involving a number of complex issues.
This webinar series will give you a comprehensive overview of the drafting process, covering everything from instruction-taking through to drafting and advising the will-maker.
In Part One we cover taking instructions and interviewing the will maker including:
- Personal information, including why it is important
- Assets and Liabilities and ownership – including a robust discussion on the conversations you need to have with the will maker gifts that vest immediately upon death or later.
- Children and partners/spouses – including difficult conversations you may need to have with the will maker
- Assets offshore – advice to give the will maker
- Capacity and Undue influence – navigating conversations during the interview
- Documenting advice about legislation governing wills (PRA/FPA/TPA)
- Ensuring will instructions are capable of being validated and storing the instructions after the will is drafted
Part Two will cover, drafting the will, file management, and risk management along with:
- Review of and use of standard clauses
- Use of plain English
- The three certainties and will drafting
- Minimizing mistakes or clauses that are open to misinterpretation
- Review of sample will drafting clauses
- Trusts Act 2019 and its application
- Documenting wishes vs. actual gifts of property
- Timeliness and minimising claims by beneficiaries
This webinar is suitable for all levels. Although the webinar will cover some of the key legal concepts, this webinar will have a practical focus.
LEARNING OUTCOMES
- You will appreciate the importance of taking good instructions
- You will improve your will drafting skills
- You will know how to avoid mistakes when drafting a will
- You will understand the importance of acting in a timely manner and your obligations as solicitor
- You will understand how to advise and manage issues relating to capacity and claims against an estate
SUITED TO
Lawyers, Accountants and anyone involved will drafting at any level.
PRESENTER
Ala Sonti, Special Counsel, McVeagh Fleming
Ala Sonti is a Special Counsel at McVeagh Fleming and has significant experience drafting wills, administering estates and dealing with estate-related claims.