BOOK NOW: Wills and Probate Conference 2024
Sponsored by Estatesearch
Managing the Risks
A full day of insight and discussion covering the latest technical developments and best practice for firms offering Wills and Probate services.
The 2024 Wills and Probate Conference will bring together some of the UK’s leading experts in the fast-moving field of Wills and Probate compliance.
With a jam-packed agenda, the full-day event will focus on the theme of “Managing risk in the Wills and Probate Sector”.
Is your team up to date with compliance and best practice?
Contentious Probate claims and Will challenges have more than doubled in the past 4 years, driven in part by a legacy of poorly drafted Wills and an increase in property ownership.
Processes for making Wills have altered too, with remote signing more common than ever, resulting in challenges over the signing process and knowledge and approval of the contents.
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 2024?
After more than two 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?
Who should attend?
The Wills and Probate Conference 2024 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.
What to expect at the Wills and Probate Conference 2024
The programme will feature both panel and speaker sessions covering pertinent issues faced by all firms in the sector.
From Will drafting challenges, administration risks and cyber security to knowing when a non-contentious matter becomes contentious, this conference is designed to consider the risks for those working in this area and how to safely navigate compliance requirements.
Venue:
Hilton Hotel, Neville Street, Leeds, LS1 4BX
Date:
Thursday 14th March
Delegate fee:
£65 to include 2 course lunch
Programme:
9-9.30am – Registration
Talk and panel topics include:
GDPR for Private Client Practitioners, including GDPR Obligations, Article 5 and will bank management.
ID and bankruptcy checks for beneficiaries, what to do about bankrupt beneficiaries, plus a look at ID and insolvency checking services.
When is a non-contentious matter contentious? What to do when you face a contentious will claim and how to minimise risk for your client.
Minimising risk in will drafting and administration, with a look at mutual wills and electronic assets, cyber risks and the impact of TRS.
Case law update on contentious wills and probate, with practical advice that can be drawn from recent cases and their outcomes.
4.15pm – Finish and post-event networking
Headline Speaker: Helen Forster, solicitor and Trusts and Estates Practitioner
Helen is Managing Director of HTF Legal and a highly respected training provider to those working in the Private Client sector throughout the UK.
Further speakers to be announced