You are here:
  1. Home
  2. Support services
  3. Advice
  4. Practice notes
  5. Access and disclosure of an incapacitated person’s will

Access and disclosure of an incapacitated person’s will

1 March 2017
  • Property and financial affairs attorneys and deputies owe a duty when making financial decisions, so far as is reasonably possible, to consider succession plans made by the person for whom they act. Having knowledge of the contents of the will and/or codicils(s) means that the attorney or deputy is in a position to act in the best interests of the person for whom they act.
  • This guidance clarifies when a solicitor can disclose a copy of a client’s will and/or codicil(s) to a property and financial affairs attorney or deputy in circumstances where the client has lost mental capacity.  

Sign In or Register

This is premium content

To access premium content login to My Law Society.

Not registered? My Law Society is free and open to all users. Register below.

Not registered?

Registration is free and will only take a couple of minutes.

If you are a member of The Law Society you can use your MySRA account details to register.

Register
Update your contact preferences

Update your details in My Law Society and tell us how you want to hear from us.

Practice Advice Service

The Practice Advice Service provides a dedicated support line for Law Society members and employees of law firms. Call us on 020 7320 5675.

> Contact the Practice Advice Service

Recommended

webinar
Webinar: Price transparency for COLPs

This informative webinar will assist compliance officers and colleagues working within practice management or regulations, on the new SRA Transparency Rules.

Webinar: Price transparency for COLPs > More
Wills and Inheritance Scheme Accreditation
Wills and Inheritance Quality Scheme

This accreditation supports practitioners with best practice for wills and estate administration.

Wills and Inheritance Quality Scheme > More
Crowd
Anti-money laundering summer conference

Book your place and hear from industry experts on the latest developments in anti-money laundering compliance.

Anti-money laundering summer conference > More