The following Wills & Probate guidance note provides comprehensive and up to date legal information covering:
The WIQS requires a number of general and basic obligations to the client that must be met and these can be seen as complementary to the core management standards as well as the practice's general practice and specific policies. These should be standard in any event, but a checklist can be used to either confirm (by a ✓) that the practice handbook contains these requirements, or the checklist can form part of the file and be completed as and when needed to ease periodic reviews.
In some circumstances, it may be advisable to supplement the obligations with formal training (eg on client financial abuse) so as to comply more fully.
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