Will drafting protocols

Will drafting protocols guidance:

According to the SRA, their research showed that 25% of Wills produced were 'not fit for clients' purposes'. The subsequent guidance is an attempt to remedy this and...

Practice Note

In comparison with the Wills and Inheritance Quality Scheme introduced by the Law Society the STEP code is underwhelming. However, they are probably designed to appeal to...

Practice Note

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

Having drafted the Will it is necessary to confirm that it is what the client wants and needs. This Practice Note takes the practitioner from the conclusion of the...

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

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 instructions have been given for the preparation of a Will, it is necessary to plan not only what the Will should contain but also to consider issues that become...

Practice Note

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...

Practice Note

The Will drafting part of the WIQS Protocol sets out, in effect, a blueprint for the conducting of a Will drafting transaction. It does not tell the practice how to meet...

Practice Note

The practice should have a number of policies in place that address their Will drafting procedures. This Note enables the practice to check off that those essential WIQS...

Practice Note