Wills and Inheritance Quality Scheme (WIQS)—principles
Wills and Inheritance Quality Scheme (WIQS)—principles

The following Wills & Probate practice note provides comprehensive and up to date legal information covering:

  • Wills and Inheritance Quality Scheme (WIQS)—principles
  • Management standards
  • Risk management
  • Financial management
  • Information management
  • Client care
  • File and case management
  • Scheme protocol
  • Protocol format
  • Protocol coverage and definitions
  • More...

Wills and Inheritance Quality Scheme (WIQS)—principles

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:

  1. the overseeing by (and responsibility of) the Senior Responsible Officer

  2. the adoption of good practice management standards

  3. 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

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