Will Drafting 101
Overview
A practical guide to Will Drafting,
Will drafting is an essential part of any Wills & Estates practice and a service that is accessed by most people in our communities. Careful attention needs to be taken to ensure that it is done correctly for each client and that the Will is tailored to that clients’ circumstances. Due to the high prevalence of negligence claims brought against solicitors in relation to Wills and Will drafting, it is crucial to follow a methodical approach when taking instructions and drafting Wills and to be aware of the pitfalls.
This webinar will provide a practical overview of Will Drafting including:
- The Will in the context of an Estate Plan
- The legislative framework
- A “fact-finding” mission – identifying what assets are owned by and/or controlled by the client, the family relationships any risks that need to be considered.
- Obtaining instructions from a client
- Drafting a valid Will
- Common construction Issues
- Identifying client capacity issues
- Witnessing
- “Death Bed” Wills
- Informal Wills
- Negligence claims
Webinar Learning Outcomes:
Attendees of this seminar will learn about the importance of proper Will drafting, the steps that should be taken and the things to look out for when taking instructions for a Will.
Suited to:
Mainly for:
- Lawyers who practice in wills and estates or are new to the area
May also be beneficial for:
- Accountants
- Financial planners
You will also be provided with:
- PowerPoint Slide Deck
- Searchable Transcript
- Any Supporting Documentation
- Webinar Recording to view multiple times for up to 6 months
- Q&A Session & follow up contact details
- CPD Quiz & Certificate
Course syllabus
3 lessons
- Video – Will Drafting 101Video
- FeedbackSurvey
- Knowledge QuizTest
Your presenter
Adeline Schiralli,Keypoint Law
Consulting Principal/Accredited Specialist (Wills & Estates), Keypoint Law.
Adeline is an accomplished estate planning and elder law solicitor with extensive experience developing comprehensive and practical estate plans that suit the individual circumstances of her clients. Prior to joining Keypoint Law as a Consulting Principal, Adeline was a Senior Associate in the Wills and Estates team of a large prominent suburban firm. Adeline holds a Masters of Law (Applied Law) in which she majored in Wills and Estates and is a member of the NSW Law Society’s Elder Law, Capacity & Succession Committee. Adeline was also listed in the Doyle’s Guide 2017 as a “Rising Star” in the category of Wills, Estates and Succession Planning and is a Law Society Accredited Specialist in Wills and Estates . Adeline is also an Adjunct Lecturer in the teaching faculty at the College of Law and lecturers in both the Wills & Estates and Estate Planning Majors of their Masters of Law program.
Adeline is adept at advising clients on matters including the implementation of wills (particularly sophisticated testamentary trust wills), powers of attorney and enduring guardianships, superannuation death benefit nominations and properly gifting the control of entities (including private companies and/or trusts) to the appropriate person(s) in the event of death and/or incapacity. Adeline can also assist clients in relation to the administration of a deceased persons’ estate and regularly advises clients in relation to retirement village contracts and aged care agreements.
Adeline is passionate about obtaining peace of mind for her clients in relation to their estate planning and elder law needs, and regularly presents seminars to other solicitors, professionals and to members of the public in the area of wills, estates and elder law. Her approach is underpinned by her commitment to achieving peace of mind for her clients in relation to their wills, estate planning and elder law needs. She has a “no-nonsense” style to advising clients in all aspects of wills, estates and elder law and her attention to detail is exemplary. Adeline takes a holistic approach to estate planning and works closely with her client’s other advisors (accountants, financial planners, business advisors etc.) to best achieve her client’s objectives.