"Will making over the internet - can we or can't we?" webinar
Online Seminar
CPD Hours: 3
Cost: members £50.00 + VAT ; non-members £75.00 + VAT
Firms are increasingly using websites as marketing or information gathering tools and both new and established clients may use the internet to find Will preparation practitioners. As a result, solicitors are increasingly using electronic means to take instructions for Wills, and then prepare and send them to the client.
There are three main areas of risk that arise when using electronic means to communicate with clients – electronic security; contractual and tortuous liabilities, and obligations imposed by the Solicitors’ Code of Conduct.
This Wills & Equity Committee event in association with the Private Client Section will promote the risks associated with preparing Wills electronically, highlight how to mitigate some of these risks, and discuss whether preparing Wills electronically is within the bounds of the Solicitors’ Code of Conduct, and more importantly whether it is safe to do so.
Topics to be covered include:
|
Subject |
Speaker |
|
Opening comments |
Helen Clarke, Chair, Wills & Equity Committee |
|
The SRA's position |
Richard Collins, SRA |
|
How can a law firm protect itself from negligence |
Elspeth Talbot Rice QC, XXIV Old Buildings |
|
The bulk provider's view |
Gillian Coverley & Richard Clarke, Irwin Mitchell |
|
IT and the will making process |
Richard Cohen, Epoq |
|
Cyber security risks and the CIA |
Timothy Hall, The Law Society |
|
Fulfilling duties to the testator when using an online method |
Nicholas Bohm, Technology & Law Reform Reference Group |
|
Validity of Wills - Evidential support from IT in the Courts |
Mr Justice Lewison |
Book online (AMEX and Solo not accepted)
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