Estate administration protocols

Estate administration protocols guidance:

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...

Practice Note

In order to be able to qualify for the WIQS 'kitemark', practices will have to satisfy, firstly and crucially, a number of core standards by adopting a number of policies...

Practice Note

During the progress of an estate administration process, there are a number of matters that are essential to the smooth running of that process. In particular, it is...

Practice Note

In general, a practice will receive notification of a death and a request to deal with an estate administration by telephone or someone calling into the office. Before...

Practice Note

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...

Practice Note

There will be occasions when the client has a disability and the practice has to be in a position to ensure that it is able to ensure there is no discrimination exercised...

Practice Note

After having taken instructions to deal with the administration of an estate, the WIQS scheme sets out a number of criteria that should be considered, as well as matters...

Practice Note

After the grant has been obtained, delays often occur and mistakes can be made. This should not happen and this list of matters can be followed to move the estate on to...

Practice Note

While the administration of an estate is being dealt with, there are two particular issues that may raise their head: • variation of the dispositions in the Will or on an...

Practice Note