- 4:15 pm 
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.
Programme:
9-9.30am Registration
9.40-10.20 Leighan Banks, HTF Legal: 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.
10.20-10.50 Emma Baddaley, Estatesearch: GDPR for Private Client Practitioners, including GDPR Obligations, Article 5 and will bank management.
10.50-11.10 Coffee
11.10-11.40 Christine Marsh, Paramount Legal Costs: Christine will be speaking about assessed bills, the appeals process and tips on minimising loss on assessment of costs.
11.40-12.20 Helen Forster: Minimising risk in will drafting and administration, with a look at mutual wills and electronic assets, cyber risks and the impact of TRS.
12.20-12.30 Today’s Media
LUNCH 12.30-1.30
1.40-1.50 Dominic Hendry, Estate Research: Dominic is a specialist in the field of probate search and private client genealogy with next of kin tracing experts Estate Research. He will share his experiences in tracing next of kin and missing heirs to estates from a career that has seen him travel across the UK and internationally.
1.50-2.20 Emma Baddaley, Estatesearch: ID and bankruptcy checks for beneficiaries, what to do about bankrupt beneficiaries, plus a look at ID and insolvency checking services.
2.20-3.00 Exchange Chambers: Barrister’s case law update on contentious wills and probate, with practical advice that can be drawn from recent cases and their outcomes.
3.00-3.15 Coffee
3.15-4.15 PANEL DISCUSSION
4.15-6pm close and networking to finish
Delegate fee: £65 to include 2 course lunch