Testate Estates – Risks to Executors
Event details
Date: 16th March 2022
Time: 11am
Venue: Online via Zoom
Who should attend: All those involved in legacies
This event has already happened.
Legacy Managers and Solicitors taking on the role of Executor also take on a level of risk, to themselves or their insurers. Missing beneficiaries, or distributing to the wrong beneficiaries can be incredibly damaging, both financially and reputationally. Estate Research have developed a suite of services for Executors to minimise and eliminate these risks.
This CPD-style presentation, presented by Dominic Hendry of Estate Research, will cover aspects of dealing with testate estates such as;
- Verifying that you have the correct beneficiaries under the Will
- Locating missing beneficiaries and free address checks
- Locating missing witnesses and Executors
- Vague clauses and class gifts
- Partial intestacy
- Low value legacies
- Indemnities for Executors