Lunch & Learn - Practical Guidance for Wills & Probate Practitioners

Join us for an in-person session packed with useful tips and real-world advice tailored for Wills and Probate practitioners. This is a great chance to grab a bite, learn from experts, and connect with peers in a relaxed setting. Don't miss out on practical insights that can make your work easier and more effective!

Info: Sandwiches, cakes and refreshments

Info: This practical session will explore:

· Common issues encountered in probate and intestacy matters

· Identifying and locating missing beneficiaries

· Navigating complex family structures and unexpected heirs

· Reducing risk for executors and practitioners

· Real-life case studies and lessons learned

Info: Managing Hidden Risks in Estate Administration

Ellie will provide practical guidance on managing estate administration risks and protecting personal representatives, beneficiaries and estates where challenges arise, including:

· Early estate distribution

· Unknown dependants and potential claims

· Missing beneficiaries

· Missing or later-discovered wills

· Lost share certificates

· Demonstrating due diligence and best practice

The session will also explore how probate searches and insurance solutions can help reduce liability, facilitate earlier distribution and provide additional protection for executors and beneficiaries.

Info: Stay for tea, cake and informal discussion

Event venue & nearby stays

Richard Reed Solicitors, Plater Way, Sunderland, United Kingdom

Concerts, fests, parties, meetups — all the happenings, one place.

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