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Knowing your client: Risk, capacity and identity in virtual instruction taking

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CTT Group

Date: 6th March 2023

Description: In an increasingly digitalised and modern world, paper is being swapped for online documents, and instruction taking practices have been radically changed. We embrace change here at CTT Group. But we also understand the need to accommodate and risk-assess these developments.

Agenda:

  • Risk and future claims against the instruction taker
  • Virtual instruction taking
  • How to ID your client

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This article was submitted to be published by CTT Group as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

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