October Legacy Loop – Death to Distribution

Event details

Date: 5th October 2023
Time: 11:00am

This event has already happened.

Make a Will Online are pleased to announce that the October Legacy Loop webinar will have a legacy admin focus.  Matthew Lagden (ILM CEO) and Sarah Husbands (Lawyer – Digilegal) will be hosting this amazing legacy admin session to help improve understanding and communication between legacy managers and law firms/executors. Matthew and Sarah will bring their wealth of experience to discuss the following and will be happy to answer any questions:
Pre-probate: what’s involved in getting a case ready, what causes delays
Notifications: when and from whom
Best practice for communications and contact
Distribution of estate: common reasons for delay and retention
Fee scales: what to expect and what to ask the solicitors
Case scenarios: best and worse cases from a probate, charity and law firm perspective
Guidance for “thank you’s” / Questions and discussion