A guide to helping clients make out a will

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Linda Cummins, head of wills at solicitor firm Goldsmith Williams, explains how to avoid mistakes when helping a client with a will.

In recent months wills have rarely been out of the financial press, with the issue of regulation at the fore. In July a report by the Legal Services Panel highlighted the ‘shocking’ examples of bad practice across many wills providers, rendering many documents invalid. So, how can advisers ensure they are not making fundamental mistakes when appointing will writers for clients, or undertaking their own will drafting? Best and worst practice Be aware of the risks of bad will writing. Knowing what is best practice, and more importantly what is the worst, will stand advisers in good...

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