BOOK NOW: Wills and Probate Conference 2025
After last year's hugely successful event, we hope you'll join us in March 2025 for a full day of insight and discussion covering the latest technical developments and best practice.
It's a must-attend event for professionals in the legal industry and firms offering Wills and Probate services, giving you an opportunity to stay up to date with the latest insights and regulatory changes in the field of wills and probate compliance, and to have your questions answered by an esteemed panel of experts.
The event concludes with time to network with industry leaders, experts and like-minded professionals, while enjoying informative sessions, engaging discussions and an interactive Q&A session. Gain valuable knowledge and learn practical strategies to enhance your compliance efforts in an ever-evolving legal landscape.
Don't miss out on this unique chance to expand your professional network and gather invaluable insights. Register now for the Wills and Probate Conference 2025.
The day session will explore:-
Is your team up to date with compliance and best practice?
Contentious Probate claims and Will challenges have more than doubled over the last 4 years, driven in part by a legacy of poorly drafted Wills, and outdated practises that increase risks to firms and practitioners. In addition, co-habiting is now the norm, and without a valid will they would not be entitled to an inheritance without making a claim, increasing administration costs. Remote signing is also more common than ever, resulting in challenges over the signing process and knowledge and approval of the contents. How do we as practitioners ensure a client has capacity?
Processes for making Wills need to adapt with the current environment to protect against risks in the modern era, and firms are facing unprecedented need to protect against threats from fraud and cyber-theft and overcome difficulties in locating and paying beneficiaries in a digital world.
What can the sector expect in 2025?
After years of hybrid working and a material change in how people access legal services, how can the industry make sure it keeps up with client demands and still meets regulatory obligations? How do we as legal firms mitigate emerging risks? How can firms continue to provide Private Client services and manage these risks effectively? Electronic wills are going to be coming into effect, how do we protect ourselves from risks and challenges in managing the implementation of this system?
Cyber theft and fraud are now rife, with many firms regularly attacked. What impact will this have in the wills and probate sector, and how should firms manage these risks?
Mental health issues and medications to provide treatment can also have a massive impact on the understanding of a client and their capacity. What checks should we be undertaking to ensure a client understands the documentation prepared, given remote working?
These are just some of the many questions and issues we face, and the conference this year will consider managing risks in drafting, administrative processes and capacity.
Who should attend?
The Wills and Probate Conference 2025 is suitable for both SRA and non-regulated firms. Topics will focus on challenges faced by all practitioners with plenty of opportunities to put your own questions to the experts.