Private client section

"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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