<p>This episode looks at what our duty of care is to our clients when they request simple changes to their wills in the future. How much should we be doing to explore their present time circumstances fully as opposed to making the requested changes quickly and cheaply?</p>

This episode looks at what our duty of care is to our clients when they request simple changes to their wills in the future. How much should we be doing to explore their present time circumstances fully as opposed to making the requested changes quickly and cheaply?

I Just Want to Remove an Executor

This is a podcast series for Will Writers, Estate Planners and Solicitors that are interested in learning the tips, tools and technicalities to best help their clients.

It covers all aspects to the Estate Planners functions including the client appointment, follow-up, drafting, attestations, registrations and concluding the service. It will explore key cases and look at client case studies for wills, trusts, Lasting Powers of Attorney and probate.

The aim of the podcast is to help practitioners to enhance their knowledge and skills so that the vitally important services we provide can be delivered to the highest standards for the general public.

The series is presented by Antony Brinkman, who started as a will writer in 1999. In addition to running his own company, he is a tutor at the College of Will Writing and currently holds the position of chair of the Professional Standards Board for the Society of Will Writers and Estate Planning Practitioners.

Business

Education

How To

This is a podcast series for Will Writers, Estate Planners and Solicitors that are interested in learning the tips, tools and technicalities to best help their clients. It covers all aspects to the Estate Planners functions including the client appointment, follow-up, drafting, attestations, registrations and concluding the service. It will explore key cases and look at client case studies for wills, trusts, Lasting Powers of Attorney and probate. The aim of the podcast is to help practitioners to enhance their knowledge and skills so that the vitally important services we provide can be delivered to the highest standards for the general public. The series is presented by Antony Brinkman, who started as a will writer in 1999. In addition to running his own company, he is a tutor at the College of Will Writing and currently holds the position of chair of the Professional Standards Board for the Society of Will Writers and Estate Planning Practitioners.

Share I Just Want to Remove an Executor

Sign up to save your podcasts

I Just Want to Remove an Executor

I Just Want to Remove an Executor