If you have been asked to assist in the administration of a charitable estate, you might have a lot of questions that need answering.

Guidance note

Our specially prepared guidance note will be invaluable in explaining what information charities ask for and why, and help you to ensure that the Testator’s desire to benefit their chosen charities will be fulfilled.

Charities as Beneficiaries

The third edition of Charities as Beneficiaries has been updated by expert contributors drawn from the Private Client Section Executive Committee and Wills and Equity Committee of the Law Society, the Institute of Legacy Management, and solicitors in private practice.

In this document, the contributors explain the roles and obligations of solicitors and charity legacy managers in order to promote greater understanding of how these professionals can work together to maximise the efficiency and value of bequests to charity and minimise the cost of estate administration.

Download the full pdf here:

If you have any questions, don’t hesitate to get in touch – find out how here.