The following Wills & Probate guidance note provides comprehensive and up to date legal information covering:
The Wills and Inheritance Quality Scheme is designed to produce, as stated by the Law Society, a quality standard for the production of Wills and the administration of estates. It has a number of constituent parts:
the overseeing by (and responsibility of) the Senior Responsible Officer
the adoption of good practice management standards
adherence to a protocol which sets out the standards that should be complied with
For practices it is the management standards and the scheme protocol that carry the main obligations. So far as the management standards are concerned, these are not just applicable to Wills and probate but are to be observed throughout the entire practice.
The scheme is set out in a very lengthy document made up of a number of constituent parts that are essentially individual in their content but are linked to other areas to make up the whole. For that reason, it is convenient to consider those individual parts separately in specific Practice Notes. Those parts are dealt with in the form of checklists enabling the practitioner (if wanted) to 'tick off' those areas where their practice can comply and highlight areas where, perhaps, more work on compliance needs to be carried out.
In the main, those Notes follow the wording from the scheme but there are occasions where wording has been altered or shortened to make
**excludes LexisPSL Practice Compliance, Practice Management and Risk and Compliance. To discuss trialling these LexisPSL services please email customer service via our online form. Free trials are only available to individuals based in the UK. We may terminate this trial at any time or decide not to give a trial, for any reason. Trial includes one question to LexisAsk during the length of the trial.
To view the latest version of this document and thousands of others like it, sign-in to LexisPSL or register for a free trial.
Existing user? Sign-in
Take a free trial
Take a free trial
0330 161 1234