InsightsWebinar | Video - Wills and Probate - POSTED: June 18 2021
Understanding your clients’ legal needs: Wills
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Who should watch?
The ‘Understanding your clients’ legal needs’ on-demand webinar series is tailored for those in the professional services sector. This webinar in particular, however, contains a wealth of valuable information that is relevant to all professionals.
In this vibrant and engaging session, the presenters discuss the following points and illustrate them with real-life case studies.
- Can you still make a Will during COVID restrictions?
- The process of making a Will and the option of remote witnessing
- What happens to assets if you don’t have a Will
- What happens on intestacy
- The process of finding heirs
- Circumstances where money goes to the state
- How do you find out where the deceased held their assets
- How to deal with digital assets and paperless accounts
View on-demand – how to watch
Play the video below to see the full recording of the webinar.
Disclaimer: The content of this webinar is for guidance purposes only and does not constitute legal advice. Information correct at time of recording (March 2021).
Alexandra Gordon | Partner, Private Client, Brachers LLP
Alexandra is a Partner in the Private Client team at Brachers and current President of Kent Law Society. She advises clients in respect of tax and estate planning, the preparation of Wills, trust creation, estate administration and lasting powers of attorney.
Alexandra is tri-qualified – as well as a solicitor she is a qualified Chartered Accountant and Notary. She has recently been named as one of the epivateclient Top 35 under 35, ranked in the Citywealth Top 100 Future Leaders 2019 and won bronze at the Citywealth 2019 awards for Partner of the Year (Regional). She is also ranked in Legal 500 2021 as a Next Generation Partner.
Danny Curran | Founder and Managing Director, Finders International
Danny Curran founded Finders International in 1997 and it is now one of the largest probate genealogy firms in Europe with offices in London, Edinburgh and Dublin.
He has over 30 years’ experience in tracing heirs and is recognised as a key spokesperson for the ‘heir hunter’ industry and is frequently interviewed by the media, making regular appearances on TV, radio and in the national, trade and regional press.
Comprising 25 members, Brachers’ Private Client team is one of the largest in the South East. Clients include royalty, aristocracy, entrepreneurs, landowners, high-net-worth individuals and trustees.
Webinar partner: Finders International
They assist the private sector with trace missing heirs and beneficiaries to estates, funds and assets worldwide and provide a range of useful additional services in associated fields.
Finders International are also the founding member of IAPPR, the International Association of Professional Probate Researchers, Genealogists and Heir Hunters which aims to provide a single, authoritative for corporate industry professionals.
Also available in this webinar series
This webinar is part of a series, to watch further webinars visit the resources below:
- Understanding your clients’ legal needs: Supporting clients with dementia
- Understanding your clients’ legal needs: Contentious estates
- Understanding your clients’ legal needs: Wealth protection on divorce
- Understanding your clients’ legal needs: Lasting Powers of Attorney
Can we help?
Take a look at our Wills and Probate page for useful information, resources, guidance, details of our team and how we may be able to help you
Get in touch
Please fill out the below form or alternatively you can call us on 01622 690691