• February 27, 2024

Wills and Probate Conference 2024

14mar9:30 am4:30 pmWills and Probate Conference 2024

Event Details

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.

Sponsored by Estatesearch

Join us at the Wills and Probate Conference 2024, a must-attend event for professionals in the legal industry. This conference is your opportunity to stay up to date with the latest insights, best practices, and regulatory changes in the field of wills and probate compliance.

Network with experts, industry leaders, and like-minded professionals while enjoying informative sessions, interactive workshops, and engaging discussions. 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 2024.

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.
  • Barrister’s 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 Speakers

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.

Leighan Banks, Head of Contentious Probate at HTF Legal

Leighan specialises in contentious probate and is experienced in some of the most challenging areas of will, trusts and probate disputes and Court of Protection matters.

Further speakers to be annouced.

Register here.

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Time

(Thursday) 9:30 am - 4:30 pm

Location

Hilton Leeds City

Neville Street

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