News and advice for asset management, including wills and probate, power of attorney, trusts and tax.
This practice note provides advice on meeting the requirements for providing clients with sufficient information to make an informed decision about the appointment of an executor.
Preparing a will or lifetime gift for a client can be a sensitive area. It is easy for those who receive less than they were expecting to allege improper influence. Your firm should therefore have safeguards in place to protect it from such allegations.
This practice note assists solicitors in advising clients regarding lasting powers of attorney.
Personal representatives who make a distribution out of the estate of a deceased person to a bankrupt beneficiary may be making the distribution to the wrong person and, if so, will not receive a good receipt.
Recommendations and best practice guidelines for solicitors acting as executors or advising personal representatives administering an estate which may be insolvent.
This practice note is intended to provide practical guidance to members of the Law Society’s Mental Capacity (Welfare) accreditation scheme in carrying out their duties to clients and to the CoP.
This practice note clarifies when a solicitor can disclose a copy of a client’s will where the client has lost mental capacity.
This practice note is relevant to any solicitor involved in the administration of estates.
This note summarises what a trust corporation is, the requirements for its creation and a number of other matters.
From the Private Client Section: working with transgender clients
This popular event is tailored for private client practitioners dealing with the unique challenges of elderly and vulnerable clients
Probate Practitioner’s Handbook is a popular guide for solicitors’ firms that do probate and estate administration work.
This accreditation scheme covers the representation of patients in all proceedings before the first-tier tribunal.
The Law Society's quality mark for any practice that can demonstrate excellence in legal practice management and client care.
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The Wills and Equity Committee is part of our Legal Affairs and Policy Board.
It keeps under review and promotes improvements in the law and procedure relating to wills, probate, trusts and charities.
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