WIQS—specific drafting advice
WIQS—specific drafting advice

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

  • WIQS—specific drafting advice

The Will drafting element of the WIQS suggests a number of very specific areas upon which a client should be advised. It generally provides for two elements to this advice:

  1. standard advice that will be provided as part of the Will drafting retainer

  2. further, more detailed, advice for which a separate charge may be made

If the practice does not have the expertise to give further advice, or advice in respect of a particular issue, it may not be in the client's best interests to proceed but there is nothing to prevent the practice from assisting the client to find someone who can give that advice.

1 ADVICE ON ASSETS PASSING INDEPENDENTLY OF THE WILL  
  1.1 Standard advice  
  1.1.1 Ascertain if the client has any property that will not pass by the Will such as:  
  (a) an interest held as a beneficial joint tenant  
  (b) a life insurance policy