Guidance for legal professionals on will writing, regulatory compliance, and practice standards.
Meet 2026 AML obligations for estate planning under FCA supervision. CPD-worthy framework covering due diligence and source-of-funds checks for solicitors.
Build a defensible QA framework for will writing that satisfies SRA thematic review expectations and STEP Code requirements. CPD-worthy for compliance officers.
Improve will writing profitability with data-backed pricing models and revenue diversification. CPD-worthy analysis of technology ROI for law firm leaders.
Detect capacity issues and undue influence at intake with protocols aligned to Banks v Goodfellow and proposed MCA reform. CPD-worthy for practitioners.
Build compliant referral panels with financial advisers under SRA and FCA rules. CPD-level coverage of fee-sharing restrictions and panel governance.
Reduce contentious probate exposure with risk-stratified assessments and execution safeguards. CPD-worthy documentation protocols for will drafters.
Protect your will writing practice from data breaches and ICO enforcement. CPD-worthy coverage of the Data Use and Access Act and electronic wills readiness.
Draft wills for cohabitants, blended families, and LGBTQ+ clients with confidence. Covers Kaur v Singh and SRA equality obligations. CPD-worthy.
Navigate the shift from Wills Act 1837 witnessing rules to the Law Commission's electronic wills proposals. CPD-worthy reform readiness analysis for solicitors.
Prepare for electronic wills under the Law Commission draft Bill. CPD-level coverage of reliable system standards, eIDAS integration, and safeguards.
Close the intestacy gap for cohabiting clients with multi-instrument estate plans. Covers IHT structuring and TOLATA claims. CPD-worthy for solicitors.
Manage conflicts of interest in will writing under current SRA rules and incoming reforms. CPD-worthy analysis of thematic review findings for solicitors.
Manage will storage liability, security, and SRA compliance as the profession transitions to electronic wills. CPD-worthy protocols for firms of all sizes.
Administer cross-border estates under the new long-term residence test. CPD-worthy coverage of Brussels IV, double taxation, and multi-jurisdiction probate.
Market will writing services without breaching SRA advertising rules. CPD-level framework covering Rules 8.8, 8.9, Transparency Rules, and digital marketing.
Prepare for the shift from Banks v Goodfellow to the MCA 2005 capacity test. CPD-worthy analysis of Law Commission proposals and practitioner protocols.
Assess capacity for clients with ADHD and autism using neurodiversity-informed protocols. Covers Banks v Goodfellow and SPELL framework. CPD-worthy.
Set competitive prices for will writing using LSB research and benchmarking data. CPD-level coverage of SRA Transparency Rules and pricing models.
Identify the nine risk zones insurers flag in will writing claims and reduce your premiums. CPD-worthy analysis of indemnity data and SRA adequacy standards.
How CMA guidance, DMCC Act enforcement, and Scotland's 2025 Act reshape unregulated will writing oversight. CPD-worthy strategic analysis for solicitors.
Navigate succession law across Scotland, Northern Ireland, and England and Wales. CPD-worthy comparison of forced heirship, intestacy, and IHT decoupling.
Draft Sharia-compliant wills that hold up under English law. Covers Islamic inheritance principles and Inheritance Act 1975 risks. CPD-worthy for solicitors.
Choose the right accreditation for your will writing practice. CPD-worthy comparison of STEP, SFE, and SOLLA covering cost and SRA competence mapping.
Map your SRA will writing obligations against the Law Commission's draft Bill provisions. CPD-worthy compliance checklist for COLPs and practice managers.
Plan partner exits and practice sales without losing will writing clients. CPD-worthy coverage of SRA compliance and portfolio valuation for law firms.
Implement practice technology in phases that satisfy SRA competence obligations and prepare for electronic wills. CPD-worthy blueprint for solicitors.
Meet SRA training and supervision requirements for will writing staff after the thematic review findings. CPD-worthy framework for law firm managers.